The Fund Expands the Firm’s Commitment to Integrated ESG Impact Investing
BOSTON, MA, September 20, 2021 – Boston Common Asset Management, LLC (“BCAM”), an independent, employee-owned global equity manager dedicated to integrated environmental, social, and governance (ESG) investing, today announced the launch of a new emerging markets mutual fund, the Boston Common ESG Impact Emerging Markets Fund [ticker: BCEMX], “the fund.”
The fund, managed to the firm’s EM strategy with a track record of nearly nine years, will provide investors with the opportunity to invest in a diversified portfolio of Emerging Market companies with sound governance and sustainable business models. A response to demand from existing consultants and institutional investors, the mutual fund structure for the EM strategy is the latest addition to BCAM’s investment product lineup available to institutional and retail investors who value disciplined financial research integrated with environmental, social, and governance (ESG) analysis.
BCAM’s Liz Su, CFA, Matt Zalosh, CFA, CIO of International Strategies, and Praveen Abichandani, CFA, together make up the firm’s Emerging Markets’ portfolio construction team.
“The growth opportunities in Emerging Markets—where there is a rapidly growing middle class—are shifting from commodity and export-driven companies to those focused on services, technology, and innovation,” said Su, CFA, portfolio manager. “Along with these economic trends, many Emerging Markets companies are among the lead sustainability adopters on the global ESG stage, which we believe offers investors opportunities for alpha generation in addition to traditional risk mitigation.”
All of BCAM’s portfolios allocate across nine impact investment themes: Recycling/Efficiency, Access to Health, Renewable Energy, Education and Communications Empowerment, Sustainable and Inclusive Finance, Community Investing, Organic/Healthier Products, Sustainable Transportation, and Water Quality and Waste Management.
The performance of the fund will be measured against the MSCI Emerging Markets Index, a free float adjusted market capitalization-weighted index designed to measure equity market performance in the global emerging markets.
BCAM is a member of the Partnership for Carbon Accounting Financials (PCAF) a global, industry-led initiative to harmonize the way financial institutions measure and disclose the greenhouse gas emissions associated with their investments. BCAM is also a member of the Net Zero Asset Managers initiative, committing to aligning its investments to net-zero emissions and a 1.5-degree Celsius climate scenario by 2050.
About Boston Common
Boston Common Asset Management is a diverse, women-led, sustainable investor and innovator dedicated to the pursuit of ﬁnancial return AND social change. An active, global equity ESG investment manager and a leader in impactful shareowner engagement since its founding in 2003, BCAM is majority women- and employee-owned. BCAM is headquartered in Boston, with offices in San Francisco. The company’s investment strategies totaled $5.6 billion in assets as of June 30, 2021. For more information, please visit www.bostoncommonasset.com.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectus contains this and other important information about the investment company, and it may be obtained by calling (877) 777-6944 or visiting www.bostoncommonfunds. com. Read it carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. The Fund invests in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. Such risks may be magnified for securities in emerging markets. The Fund’s sustainability policy could cause it to perform differently compared to similar funds that do not have such a policy. This policy may result in the Fund foregoing opportunities to buy certain securities when it might otherwise be advantageous to do so or selling securities for reasons when it might be otherwise disadvantageous for it to do so. Diversification does not assure a profit or protect against a loss in a declining market.
Boston Common Asset Management, LLC is the advisor to the Fund which is distributed by Quasar Distributors, LLC