JHI brighter
future funds
ESG-focused portfolios
Across the industry, there are many different approaches to managing ESG-focused portfolios.
We consider the following strategies:
ESG leaders
Invest in companies that excel in managing ESG risks or taking advantage of financially material ESG opportunities.
ESG improvers and transitioners
Invest in companies that are actively enacting positive change in their own operations to address financially material ESG issues.
ESG solutions or enablers
Invest in companies that offer products and services that are essential to addressing financially material ESG issues.
Insights
Our investment teams regularly debate and share their thoughts on climate investing, the water crisis, natural capital, and more. Check out some highlights below.
What is ESG and why do we care?
Janus Henderson understands that Responsible Investing and use of terminology like “ESG” continues to evolve and mature. Our focus on ESG integration includes the analysis and incorporation of financially material ESG issues in the investment process, just like other financially material factors. We believe this incremental lens of risk/return analysis can make us better investors on behalf of our clients.
Building the foundations for responsible AI investing
Generative Artificial Intelligence (Gen AI) is the fourth wave of technology, following from the mainframe, personal computer (PC) internet and mobile waves. These prior waves of innovation have transformed industries from retail to media and ecommerce and now Gen AI has the potential to transform a broader range of industries – underscoring the critical need for responsible deployment amid challenges and risks.
Beyond carbon: Identifying climate transition risks and opportunities
As countries and companies commit to limiting global temperature rise to 1.5°C by decarbonising the global economy by 2050 the net zero transition poses both risks and opportunities. Here we explore the importance of evaluating the credibility of corporate transition plans across key industries to identify the leaders and laggards capable of delivering long-term returns.
General risk (investing): Janus Henderson Global Multi-Asset Aggressive Growth Managed Account (MA59); Janus Henderson Global Multi-Asset Capital Preservation Managed Account (MA58); Janus Henderson Global Technology and Innovation ADR Managed Account (MA60); Janus Henderson Concentrated All Cap Growth Managed Account (MA30); Janus Henderson Concentrated Growth Managed Account (MA3); Janus Henderson Flexible Bond Managed Account (MA57); Janus Henderson Global Adaptive Capital Allocation Managed Account (MA35); Janus Henderson Global Adaptive Capital Appreciation Managed Account (MA33); Janus Henderson Global Adaptive Capital Growth Managed Account (MA34); Janus Henderson Global Multi-Asset Conservative Managed Account (MA40); Janus Henderson Global Multi-Asset Growth Managed Account (MA42); Janus Henderson Global Multi-Asset Moderate Managed Account (MA41); Janus Henderson Responsible International Dividend ADR Managed Account (MA39); Janus Henderson Global Life Sciences Diversified ADR Managed Account (MA43); Janus Henderson Global Sustainable Equity (ADR) Managed Account (MA44); Janus Henderson Growth and Income Managed Account (MA38); Janus Henderson Mid Cap Growth Managed Account (MA8); Janus Henderson Mid Cap Value Managed Account (MA7); Janus Henderson Opportunistic Alpha Managed Account (MA5); Janus Henderson Overseas ADR Managed Account (MA56); Janus Henderson US Real Estate Managed Account (MA45); Janus Henderson US Small Cap Growth Managed Account (MA62); Janus Henderson US SMID Cap Growth Managed Account (MA61); Janus Henderson Multi-Sector Income Managed Account (MA64); Janus Henderson Small Cap Value Managed Account (MA65); Janus Henderson Emerging Markets Debt Hard Currency ETF (JEMB10);
Risk (Objective): Janus Henderson Mid Cap Growth Managed Account (JNS900); Janus Henderson Concentrated Growth Managed Account (MA3); Janus Henderson Concentrated All Cap Growth Managed Account (MA30); Janus Henderson Global Adaptive Capital Appreciation Managed Account (MA33); Janus Henderson Global Adaptive Capital Growth Managed Account (MA34); Janus Henderson Global Adaptive Capital Allocation Managed Account (MA35); Janus Henderson Global Life Sciences Diversified ADR Managed Account (MA43); Janus Henderson Growth and Income Managed Account (MA38); Janus Henderson Opportunistic Alpha Managed Account (MA5); Janus Henderson Mid Cap Value Managed Account (MA7); Janus Henderson Mid Cap Growth Managed Account (MA8); Janus Henderson Concentrated All Cap Growth Managed Account (SMAACG); Janus Henderson Concentrated Growth Managed Account (SMACG); Janus Henderson Global Multi-Asset Conservative Managed Account (SMAGAC); Janus Henderson Global Adaptive Capital Appreciation Managed Account (SMAGACA); Janus Henderson Global Adaptive Capital Allocation Managed Account (SMAGACAL); Janus Henderson Global Adaptive Capital Growth Managed Account (SMAGACG); Janus Henderson Global Multi-Asset Growth Managed Account (SMAGAG); Janus Henderson Global Multi-Asset Moderate Managed Account (SMAGAM); Janus Henderson Responsible International Dividend ADR Managed Account (SMAGDG); Janus Henderson Growth and Income Managed Account (SMAGI); Janus Henderson Global Sustainable Equity (ADR) Managed Account (SMAGSE); Janus Henderson Mid Cap Value Managed Account (SMAMCV); Janus Henderson Opportunistic Alpha Managed Account (SMAOPP); Janus Henderson Global Sustainable Equity (ADR) Managed Account (MA44); Janus Henderson International Sustainable Equity ETF (SXUS10); Janus Henderson Corporate Bond ETF (JSCB10); Janus Henderson U.S. Sustainable Equity ETF (JUSE10); Janus Henderson Responsible International Dividend ADR Managed Account (MA39); Janus Henderson US Real Estate Managed Account (MA45); Janus Henderson Flexible Bond Managed Account (MA57); Janus Henderson Global Multi-Asset Aggressive Growth Managed Account (MA59); Janus Henderson Global Multi-Asset Capital Preservation Managed Account (MA58); Janus Henderson Global Technology and Innovation ADR Managed Account (MA60); Janus Henderson Securitized Income ETF (JHSI10); Janus Henderson US Small Cap Growth Managed Account (MA62); Janus Henderson US SMID Cap Growth Managed Account (MA61); Janus Henderson Multi-Sector Income Managed Account (MA64); Janus Henderson Small Cap Value Managed Account (MA65); Janus Henderson Emerging Markets Debt Hard Currency ETF (JEMB10);
Risk (ESG Integration): ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights in a non-binding manner alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. This product does not pursue a sustainable investment strategy or have a sustainable investment objective or otherwise take ESG factors into account in a binding manner. ESG related research is one of many factors considered within the investment process and in this material we seek to show why it is financially relevant.