Responsible Investment

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ESG as a Predictor of Stock Returns

  • Proprietary ‘Governance’ factor in the ‘People’ concept (U*)
  • Proprietary ‘Progress Towards Sustainability’ factors (P*)
  • Proprietary ‘Worst in Class’ ESG stock ranks based upon Sustainalytics Incidents Scores (P*)

ESG as a Mitigator of Risk

  • Inclusion of proprietary ‘Hurricane Risk’ and ‘Opioid Risk’ factors in our risk model (U*)
  • Custom constraints on certain power sources (U*)

Active Ownership

  • All proxies voted based upon ESG proxy standards developed by Glass Lewis with Sustainalytics (U*) (P*)
  • Engagement with companies on ESG data disclosures as well as the quality of that data

Customized Negative Social and Environmental Screens

  • Matarin has implemented customized negative social and environmental screens as requested by clients based on restricting holdings: coal, guns, Iran, MacBride Principles, payday lending, prison operators, Sudan, tobacco, Israel boycotts, expatriated companies (U*) (P*)

Matarin’s Own Social Responsibility and Impact

  • UNPRI Signatory, CDP (formerly Carbon Disclosure Project) Investor Member
  • Prominent female leadership, as one of the larger women-owned asset managers in the U.S.
  • Philanthropic commitments, e.g. Toigo Foundation contributions
  • Promoting best practices for stewardship, integrity and fairness
  • Employees’ community engagement in the fields of responsible investment, youth and education, women’s entrepreneurship, and diversity in asset management – click here to learn more


U* utilized in Matarin’s US equity strategies
P* utilized in Matarin’s International Patience premium strategy, launched in partnership with S&P, with a proprietary ESG tilt.