Osterweis’ Sustainable Credit Team conducts deep fundamental credit research on corporate debt, including measuring a company along a proprietary Sustainability Spectrum®. The Sustainability Spectrum® shifts the focus beyond traditional environmental, social, and governance (ESG) factors to intentionality, proactivity, and progress.
Sustainability Spectrum Stages
The team uses its proprietary GreenSlate™ software to track companies' progress over time. Key features:
- Populate and track findings in proprietary Green Slate™ software
- Active focus on E, S, and G
- Utilize Truvalue Labs SASB-aligned factor-based data
- Other references: Bloomberg, Sustainalytics, RobecoSAM, ISS, and Carbon Disclosure Project
- Green Slate™ status
The stages of the Sustainability Spectrum® are: Awareness, Strategy, Execution, and Measurement. Using the Sustainability Spectrum® assists in identifying companies that are leaders in their sectors in key areas of sustainable business practices or who are making or are likely to make visible progress toward appropriate sustainable practices.
Our repeatable approach to credit investing means every holding is proactively selected to meet our fundamental standards, which includes sustainable business practices.