SANTA FE, NM — Thornburg Investment Management (“Thornburg”), a U.S.-based global investment firm that oversees $40 billion in client assets, has introduced Thornburg Personal ESG Portfolios, a new separately managed account (“SMA”) capability to provide investors the ability to emphasize material Environmental, Social, or Governance (“ESG”) factors within their portfolios.
“ESG issues are complex and interconnected, requiring fundamental research to uncover opportunities and risks for each company,” said Jason Brady, president & CEO of Thornburg investment management. “We know that investing with ESG criteria can mean different things to different people. By addressing both these factors in Thornburg Personal ESG Portfolios, we seek to offer a unique opportunity for investors to personalize their portfolios to their ESG values.”
ESG is an organic extension of Thornburg’s core investment competencies as a fundamental, bottom-up, active manager of global equities and global fixed income. Thornburg analysts and portfolio managers evaluate ESG information alongside other factors, grounded by materiality standards from the Sustainability Accounting Standards Board (SASB). Importantly, Thornburg does not outsource ESG decisions.
Thornburg Personal ESG Portfolios are available through select financial advisory firms and platforms. To learn more or contact a portfolio specialist, visit Thornburg.com/PersonalESG.
About Thornburg
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, multi-asset solutions and sustainable investments. With $40 billion1 in client assets as of November 30, 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts and UCITS funds for non-U.S. investors.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors.
Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in Hong Kong and Shanghai.
Includes $39 billion in assets under management and $1 billion in assets under advisement as of November 30, 2022.
