Investment Approach

AMG Boston Common Global Impact Fund

Boston Common Asset Management’s (BCAM) rigorous research process draws upon information from both traditional and unconventional sources to form a holistic understanding of corporate performance. BCAM integrates comprehensive ESG criteria with financial research to identify sustainable companies that possess long term drivers of success:

• Visionary management teams with the potential to capitalize on new market opportunities and revenue streams.
• Productivity and efficiency improvements capable of supporting higher profit margins.
• The avoidance of unanticipated costs stemming from inadequate attention to ESG risks.
• As a result, relative to market benchmarks, BCAM’s process seeks to enhance portfolio quality, return potential, and risk reduction over the long term.
• BCAM uses shareholder leverage to influence corporate and industry practices globally, often in collaboration with coalitions of shareowners and activist organizations. BCAM develops its engagement policy as long-term, global investors and their engagement priorities build on their investment themes of doing more with fewer resources, treating people as assets, and supporting better governance. BCAM believes investors with a deep and long-term understanding of prosperity can use ESG analysis and direct engagement to provide the critical checks and balances that financial markets require to function as efficient and socially beneficial distributors of capital.
• BCAM has access to high-level management, including, in some cases, board members and CEOs. Over the years, BCAM’s team has built up a network of contacts at non-governmental organizations around the world. These organizations serve as invaluable sounding boards for BCAM on shareowner engagement issues, and have partnered with BCAM on numerous shareholder initiatives. Through company dialogue and the shareholder proposal process, BCAM brings client concerns to management and actively promotes change.
• BCAM use its voice as assertive, engaged stewards of their investments to challenge companies across all industries to re-direct capital financing capacity, R&D efforts, and ingenuity toward a more sustainable world.