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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
While we do not explicitly consider ESG factors in our valuation or risk process at this time, we can (and do!) incorporate client-directed exclusionary screens. Indeed, we have been managing such portfolios since our inception. 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.