2023 Saturna Sustainable Funds Impact Report
In March of 2023, the Saturna Sustainable Funds celebrated their eighth anniversary since inception. Saturna Capital is rooted in values-based investing. Since its genesis over 30 years ago, we have deepened our commitment to environmental, social, and governance (ESG) considerations with the goal of creating long-term value for our clients. We view the integration of ESG factors as critical components in providing a holistic assessment of an issuer’s creditworthiness and future value to investors. We see ESG considerations as a multidimensional framework. They help us determine what factors may inhibit an issuer’s ability to meet its obligations to bondholders and stockholders, and to assess how management is approaching material risks while addressing broad stakeholder relationships. The integration of material ESG factors not only helps us to identify veiled risks, but also to opportunistically identify issuers that are better positioned than their peers. This enables us to choose the best investments that not only diversify the portfolio, but also have impact in areas of the world that truly need it. We seek to construct portfolios that add value for our clients and to help shape a more socially inclusive and environmentally cognizant society.