Rockefeller Asset ManagementFocused on Alpha and Outcomes
WHO WE ARE
ESG Improvers: An Alpha-Enhancing Factor*
Institutional Investors and Financial Professionals: Learn More →
Rockefeller Climate Solutions Strategy
Bloomberg Rockefeller Multi-Factor ESG Improvers Index (BRAMUT)
Firm Assets Under Management: $10.4B as of 12/31/22
U.S. Small Cap
U.S. SMID Cap
ESG Improvers Index
Rockefeller’s Proprietary Materiality Map identifies ESG issues that are material to the risk and return profile of companies across 77 Sustainable Industry Classification System (SICS®) industries. It serves as the foundation for our research and engagement process. In the years ahead, we believe that investors will increasingly differentiate between ESG Improvers and ESG Leaders, and that the former may offer greater potential for generating alpha over the long run.
Shareholder engagement is a core part of our investment process, before purchasing a stock and throughout its holding period. Our engagement approach strengthens our investment process by identifying material ESG issues and constructively engaging with companies to create long-term shareholder value and catalyze positive ESG improvement.
We embark on thought leadership initiatives to inform our research and engagement process. As a testament to our leadership, Rockefeller Asset Management was awarded PRI’s ESG Research Report of the Year award for our work with the UN assessing the impact of climate change on investment portfolios, and PRI’s ESG Incorporation Initiative of the Year for our work on ESG Improvers. We publish an annual ESG Report, regular updates on our company level engagement work, white papers on ESG themes, and generate customized company engagement and impact reports for clients.