Launched in 2015, the Saturna Sustainable Funds seek to invest in issuers that demonstrate sustainable characteristics. Sustainable issuers are generally larger, more established, consistently profitable, and financially strong, with low risks in areas of the environment, social responsibility, and governance ("ESG").
The Funds seek issuers with:
- Sustainable profits
- Strong balance sheet
- Management strength
- High quality operations
- Risk consciousness
- Long-term focus
- Low debt
- Established businesses
Our team of investment analysts rank hundreds of companies for expected future market performance and multiple environmental (e.g., sustainability policies), social (e.g., workplace safety), and governance (e.g., board effectiveness) risk factors.
Saturna Sustainable Funds Literature
We view ESG criteria as essential touchstones in forming portfolios that are better positioned to weather risks, meet changes in the competitive marketplace, and face shifting regulatory environments. With our inaugural Impact Report we celebrate the milestone of the Funds reaching three years of operation and highlight some key statistics about the impact we’re making as we vote with our dollars.
For financial advisers: a practical guide for integrating a client’s interest in values-based and sustainable investing within the parameters of standard financial planning. Structured to initiate a discussion with clients about their values, the Sustainability Workbook comprises three workbook exercises and a reference guide to help you gauge client interest in and promote adoption of sustainable investing strategies.
For more than 25 years, Saturna has consistently sought to go above and beyond the highest standards for ethics and transparency – our deep commitment to putting shareowners' interests ahead of our own insists upon it. We are pleased to share the habits and culture of sustainability we cultivate in our workplace and community.