Gurtin Named Finalist in Investment Week’s Sustainable Investment Awards

Focus on environmental and social investments earns recognition in annual award

SAN DIEGO (September 25, 2017) — Gurtin Municipal Bond Management (Gurtin), a high-grade municipal bond-focused asset manager with $14 billion in assets under management for high net worth individuals, is named a finalist in Investment Week’s Sustainable Investment Awards, within the Best New Entrant category. While Gurtin incorporates fundamental environmental, social, and governance (ESG) risk analysis throughout its entire suite of municipal bond strategies, this award nomination recognizes Gurtin’s newest offering — the Municipal Social Advancement strategy.

“Although the municipal market has been slower to become active in the socially responsible investing (SRI) space, we believe that the public sector has the potential to play a great role in making a positive impact on the environment and society,” said Shandi Johnson, partner and head of marketing at Gurtin. “As the only finalist in the Best New Entrant category providing a municipal bond SRI offering, we’re thrilled to be helping investors begin to tap into that potential and make a positive impact through their municipal bond investments.”

Launched in early 2017, Gurtin’s Municipal Social Advancement strategy enables investors to align their investments with their personal values. With the ability to customize their portfolios to target municipal bonds that fund either education-, environment-, or U.S. infrastructure-related projects — or projects across all three categories — investors can support positive social and environmental goals while pursuing competitive financial returns.

“We created our Municipal Social Advancement strategy with the belief that there was value in taking our existing credit analyses, which involve examining ESG risk factors, one step further by also taking a close look at the projects that our clients’ municipal bond investments were supporting,” said Michael Johnson, co-CEO and chief risk officer. “We hope that our work in this area, combined with the increasing demand by investors for investments that take into account the environment and social responsibility, promotes a greater understanding of the sector's potential.”

Investment Week’s Sustainable Investment Awards aim to recognize fund managers and organizations who are at the vanguard of considering environmental, social, and ethical criteria in their investment offerings. Finalists were selected based on a variety of criteria, including clear sustainable objectives, performance, communication to investors, transparency, reputation, and levels of ongoing service and support. Winners, determined by a judging panel, will be announced at a November 17 awards ceremony hosted in London, England. More information regarding the Sustainable Investment Awards and the selection methodology may be found on the Investment Week website. 

About Gurtin:
With a deep expertise in municipal bond portfolio management and $14.1 billion in discretionary assets under management as of August 31, 2017, Gurtin strives to provide investors and their advisors with the utmost comfort in their municipal bond investments. As an industry leader in municipal socially responsible investments, Gurtin offers the expertise and commitment necessary to mitigate environmental, social, and governance risk throughout all municipal portfolios.

For more information about Gurtin, please visit:
www.gurtin.com/about

For more information about Gurtin’s Municipal Social Advancement Strategy, please visit:
www.gurtin.com/strategies#Overview

Contact: MediaRelations@gurtin.com
1-866-606-2221

Disclosures:
Third party rankings and recognition are no guarantee of future investment success. Working with an advisor award recipient does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client or third party. The Sustainable Investment Awards are an independent award process produced annually. In order to compile this finalist list, Investment Week considered more than 100 total entries, and more than 10 specifically within the Best New Entrant category, before choosing the four finalists for the category. Neither the firms nor their employees pay a fee to Investment Week in exchange for inclusion in consideration for the Sustainable Investment Awards, Best New Entrant category.

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