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Policies/PRI

AJO is a proud signatory to the UN’s Principles of Responsible Investing. Request a copy of AJO’s reporting here.

ESG Investing
Responsible investing at AJO takes the form of integration and screening and covers the majority of our assets.

Our valuation model integrates measures of governance in our assessment of the future operating profitability of each company in our universe. On the screening front, AJO has managed portfolios with exclusionary screens since our founding. While the types of restrictions are directed by the client, they are almost entirely ESG-related.

Our research team continues to investigate how to best incorporate environmental and social issues into our process.

A copy of our Responsible Investing Policy is available here.

Proxy Policy
We customarily handle proxy voting for our clients, relying on ISS for recommendations and administration. A copy of our Proxy Voting Policy is available here.

ADV
Our most recent ADV is available on the SEC’s website here.