Saturna White Papers: Sustainable Series
El Nino: Is Another Storm Brewing for Emerging Markets?
Saturna Capital, White Papers - April 2024El Niño is a period of unusually warm water temperatures in the eastern Pacific Ocean, while La Niña is a period of unusually cool water temperatures. The El Niño Southern Oscillation is the primary cause of global climate fluctuations from year to year. The warm temperatures caused by El Niño can adversely affect agricultural production worldwide, leading to higher food costs.
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2023 Impact Report
Saturna Capital, White Papers - October 2023Saturna's portfolio managers are thoughtful about how we construct our portfolios and how we incorporate the United Nation's Sustainable Development Goals. Through our analysis of SDG reporting, a clear picture emerged of which goals are popular, which are more difficult, and which tend to be unsupported.
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Bonds as Tools for Impact
From the Yardarm, Saturna Sustainable Funds - November 2022Bonds are a major component of building our society, and while they are largely invisible to the average investor, they are woven into the fabric of life on this planet. Sovereign governments use the debt markets to finance spending programs. Local municipalities access the market to build infrastructure such as roads and water systems that serve entire communities. Schools, universities, and hospitals need the debt markets for improvements and expansion.
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2022 Impact Report
Saturna Capital, White Papers - October 2022Saturna's portfolio managers are thoughtful about how we construct our portfolios and how we incorporate the United Nation's Sustainable Development Goals. Through our analysis of SDG reporting, a clear picture emerged of which goals are popular, which are more difficult, and which tend to be unsupported.
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Beneath the Waves: An Overview of Saturna Capital's Sustainable Fixed-Income Investment Process
Saturna Capital, White Papers - June 2022In this article, we provide investors with an overview of Saturna Capital's sustainable fixed-income investment process. We aim to help elevate investors' awareness of how we explicitly integrate environmental, social, and governance (ESG) considerations into our investment approach of constructing globally diversified fixed-income portfolios.
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The Case for Global Bonds, 2nd Edition
Saturna Capital, White Papers - June 2022When combined with environmental, social, and governance (ESG) integration, a global bond strategy can be on the cutting edge of sustainable finance by investing in companies and sovereign nations that embrace increasingly better policies and provide unique opportunities for positive impact. With the whole world to choose from, the discussion of global debt cannot be separated from the discussion of sustainability — climate-related risks, water, and carbon emissions are all factors to consider.
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Climate Risks and Sovereign Issuers: Sailing into an Environmental Storm?
From the Yardarm, Saturna Sustainable Funds - April 2022This edition of From The Yardarm examines how effectively ESG ratings firms assess sovereign ESG factors, especially concerning the environment. We will discuss climate initiatives formed by the United Nations and examine how sustainability regulations and investors' behavioral biases are potentially increasing risk rather than reducing it.
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ESG Ratings & Sovereign Sustainability Scores: Are Environmental Signals Being Missed?
Saturna Capital, White Papers - January 2022In this article we examine how effectively ESG ratings firms assess sovereign ESG factors, especially concerning the environment. We will discuss climate initiatives formed by the United Nations, and examine how sustainability regulations and investors’ behavioral biases are potentially increasing risk rather than reducing it.
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2021 Impact Report
Saturna Capital, White Papers - September 2021Saturna's portfolio managers are thoughtful about how we construct our portfolios and how we incorporate the United Nation's Sustainable Development Goals. Through our analysis of SDG reporting, a clear picture emerged of which goals are popular, which are more difficult, and which tend to be unsupported.
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The Case for Global Bonds
Saturna Capital, White Papers - June 2021Current market trends point to emerging economies experiencing a higher rate of economic growth and a greater presence in the global markets which ultimately means a larger contributing role in investors’ portfolios. Despite a majority of the world’s population living in emerging market countries, they currently comprise only 16% of the global bond market. Several of these economies may overtake developed economies in size over the next 30 years. As investors, the flexibility to invest in these regions will be key to value creation in bond portfolios.
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Saturna White Papers: Practice Management
Client Segmentation: Re-engage Clients Through Sustainable Investing
Saturna Sustainable Funds, Practice Management - February 2019Client segmentation offers a practical approach to assessing the client-adviser relationship among a variety of client profile metrics. The objective of this white paper is to familiarize advisers with new segments of investors based upon their awareness of sustainable, responsible, and impact investing, and to provide guidance on how an adviser should position themselves to have a conversation with their clients about these topics.
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The Portfolio Smile: Portfolio Sustainability and a New Approach to Client Conversations
Saturna Sustainable Funds, Practice Management - June 2017American consumers have never been more informed about their choices and how to incorporate their personal values into their buying decisions. Although these behaviors have lagged somewhat in the wealth management and investment arenas, we increasingly find that clients wish to apply the same expectations of “personal expression” in their financial portfolios.
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Adding Sustainability: Having The Conversation
Saturna Sustainable Funds, Practice Management - June 2016Helping clients initiate a conversation about their values presents an opportunity to establish relationships that may form greater client loyalty and higher client satisfaction. Differentiating your practice by allowing the space to incorporate clients' values can create a competitive advantage and encourage client loyalty.
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The Sustainability Smile: An Advisor's Guide to Defining Sustainable Investing Strategies
Saturna Sustainable Funds, Practice Management - December 2015In the context of investing, the term 'sustainability' lacks sharply defined boundaries. This broad label tends to create more confusion than clarity. The Sustainability Smile is a visual tool that can help simplify and guide your conversations with current and prospective sustainability-minded clients by breaking down sustainable investing into digestible categories.
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These reports should not be considered as providing investment advice or services, or any service offered by Saturna. Saturna may not have taken any steps to ensure that the securities referred to in these reports are suitable for any particular investor. Saturna will not treat recipients as its customers by virtue of their reading or receiving the reports.
Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized returns current to the most recent month-end can be obtained by visiting Month-end Performance.