ESG insight

Discover the latest thinking from our network of asset managers and investment partners on those issues most relevant to ESG investors. Here you’ll find a variety of resources, from white papers to videos, that can help you better understand ESG investing and how it is used in a portfolio.

Featured Content

Our worldwide search for the best ESG manager

President and CEO Andrew G. Arnott discusses the extensive search that led to Trillium Asset Management, a firm at the forefront of sustainable investing for over 30 years.

From niche to mainstream: how ESG principles are reshaping investing today

Head of Investments Leo M. Zerilli, CIMA, discusses the evolution of ESG investing and debunks three myths about the increasingly popular practice.

ESG investing: a better way to know your borrowers

The remarkable growth of environmental, social, and governance (ESG) investing in recent years has been driven in no small part by investors’ desire to better align their portfolios with their personal values. But ESG investing is far more than a values-oriented investment style. Jeffrey Glenn, CFA, co-head of portfolio management at Breckinridge Capital Advisors, shows how ESG investing actually represents a more holistic approach to traditional credit analysis.

Viewpoints

Videos

ESG investing | combining financial returns with positive impact

January 2017 | Investor brochure

 

Learn how ESG investing has become mainstream investing and how adding ESG funds to your portfolio can help with more than your values.  

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Large company stocks could fall out of favor. The stock prices of midsize and small companies can change more frequently and dramatically than those of large companies. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. A portfolio concentrated in one sector or that holds a limited number of securities may fluctuate more than a diversified portfolio. Hedging and other strategic transactions may increase volatility and result in losses if not successful. Illiquid securities may be difficult to sell at a price approximating their value. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. Mortgage- and asset-backed securities may be sensitive to changes in interest rates and may be subject to early repayment and the market’s perception of issuer creditworthiness. Municipal bond prices can decline due to fiscal mismanagement or tax shortfalls, or if related projects become unprofitable. The interest earned on taxable municipal securities is fully taxable at the federal level and may be taxed at the state level. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. Fund distributions generally depend on income from underlying investments and may vary or cease altogether in the future. The funds' ESG policy could cause them to perform differently than similar funds that do not have such a policy. Please see the funds' prospectuses for additional risks.

 

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Click here to view a prospectus or summary prospectus. You may also request one from your financial advisor or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

 

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