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Sustainable Investing: Where Wealth Aligns With Purpose
Sustainable Investing:
Where Wealth Aligns With Purpose

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Sustainable investing


Sustainable investing is based on the belief that investing is about more than just performance alone—that you don’t have to set aside your values when you invest.

Sustainable investing = opportunity for attractive returns


While the MSCI ACWI Sustainable Impact Index is relatively new, its attractive returns so far bolster the argument that sustainable investing and attractive returns aren't mutually exclusive.

Data Source: Morningstar, 7/18. Past performance is not indicative of future results. Indices are unmanaged and not available for direct investment.
1For illustrative purposes only and may not be the relevant benchmark for sustainable investing products offered by Hartford Funds. Index returns are not representative of a fund’s actual performance.
2Impact investing is one of several sustainable investment approaches. Benchmarks that reflect other sustainable investment approaches may have different results.
MSCI ACWI Sustainable Impact Index is designed to identify listed companies whose core business addresses at least one of the world’s social and environmental challenges, as defined by the United Nations sustainable development goals.
MSCI ACWI Index is designed to represent performance of the full opportunity set of large- and mid-cap stocks across developed and emerging markets.

Sustainable investing = potential for returns


Companies that can help address the world’s most critical social and environmental problems (e.g., clean air, clean water) have the potential to grow their earnings.

ESG investing may help lower volatility


Merrill Lynch research has shown that ESG metrics can be strong indicators of future volatility, earnings risk, price declines, and bankruptcies

Past performance does not guarantee future results. • Source: ESG: good companies can make good stocks. 12/18/2016. BofAML Global Research (most recent data available)
1 Overall ESG rank based on average of Environmental, Social, and Governance scores. Sample is based on 20 US companies in BofAML US universe with ESG ranks that filed for bankruptcy between 2008-2015.
2 Earnings Per Share (EPS) volatility assesses the earnings volatility of a company over the prior three years.
3 Based on average of Environmental, Social, and Governance scores applied to the universe of ESG-ranked stocks in the BofAML US coverage universe.

Human-centric investing


At Hartford Funds, we believe investors should expect more from an asset manager than product performance alone.

We care deeply about sustainable investing and what it stands for and show this commitment by:

  • Our decision to be a UN PRI Signatory
  • Our choice of sub-advisers
  • Our decision to launch funds such as the Hartford Environmental Opportunities Fund and the Hartford Global Impact Fund

Most baby boomers want to align wealth with purpose


In general, baby boomers:

  • Think about the purpose of their wealth and the legacy they will leave behind
  • Want to pass on values, not just money, to the next generation
  • Want investments that can deliver performance with purpose


1Source: "Sustainable Signals: The Individual Investor Perspective." Morgan Stanley Institute for Sustainable Investing, February 2015. Most recent data available.

Most women investors want to align wealth with purpose


In general, women investors:

  • Are financial decision makers
  • Control the majority of their households' spending decisions
  • Want investments that can deliver performance with purpose


1Source: “2016 U.S. Trust Insights on Wealth and Worth.” 2016. Most recent data available.

Most younger investors want to align wealth with purpose


In general, younger investors:

  • Focus on life milestones such as buying a home, sending their kids to college, and traveling more
  • Want an advisor who understands their needs1
  • Millennials are twice as likely to invest in a stock or fund if sustainability is part of the process2


1Source: “2016 U.S. Trust Insights on Wealth and Worth.” 2016. Most recent data available.
2Source: Bloomberg, Millennials Are Coming and They Want Sustainable Investments, October 26, 2016.

Committed sub-advisers: Wellington Management*


Wellington’s ESG research team:

  • Integrated into central investment research and works with portfolio managers to identify holdings with the greatest ESG risks and opportunities
  • Executes proxy voting for more than 5,000 company meetings annually
  • Engages with company management teams on ways to improve ESG practices and maximize long-term value for shareholders

*The degree and magnitude of incorporating environmental, social, and/or governance factors into Hartford Funds’ investment processes may vary.

Committed sub-advisers: Schroders*


  • ESG analysis is not an objective in itself but a core part of their investment process
  • ESG is integrated into decisions across asset classes and geographies
  • Published corporate governance and socially responsible policies in 1998; one of the first signatories of the UN PRI

*The degree and magnitude of incorporating environmental, social, and/or governance factors into Hartford Schroders Funds’ investment processes may vary.

Sustainable investing

Sustainable investing = opportunity for attractive returns

Sustainable investing = potential for returns

ESG investing may help lower volatility

Human-centric investing

Most baby boomers want to align wealth with purpose

Most women investors want to align wealth with purpose

Most younger investors want to align wealth with purpose

Committed sub-advisers: Wellington Management

Committed sub-advisers: Schroders

Hartford Funds sustainable investing platform


Sustainable investing seeks to provide competitive returns while making positive social and/or environmental impacts.




Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance relative to a fund’s benchmark or competing funds and expose a fund to increased risks related to downturns or other adverse developments in that market segment. • Investing in companies that seek to address major social and environmental challenges may cause a fund to forego certain investment opportunities and underperform funds that do not have a similar focus. • The consideration of certain ESG factors may limit the number of investment opportunities available to a fund, which may lead it to underperform funds that are not subject to such criteria.

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