Global investment platform of $270B AUM. We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive expertise in fixed income and alternative asset classes including public and private fixed income, real estate equity and debt, and infrastructure equity. Together, the SLC Management group of companies are focused on adding value to our clients and bringing innovative ideas and solutions to the market. We offer our insights and deep fixed income and real assets platform through four specialty managers. We are pleased to present SLC Management’s investment outlook for 2023. This report reflects the diverse viewpoints of our investment teams and solutions providers, with analyses of public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.
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Sustainability factors are an important ingredient in our investment decision making process. We believe in investing sustainably to preserve and enhance the long-term market value and income generation capacity of investment assets, where applicable. By doing so, it helps us to achieve our sustainable investing goals and those of our clients, drive better performance and realize a better environment for people everywhere. In this way, we aim to improve the expected risk-adjusted return for our clients. The Sustainability Committee is responsible for overseeing the direction, priorities and implementation of our sustainable investing initiatives. Senior leaders across our business make up this Committee. The Sustainable Investment Council is a sub-committee of the Sustainability Committee. Investment team leaders, including the Head of Credit Research, portfolio managers, and the Chief Investment Officer make up this Council. The Council is responsible for representing and working with all teams to integrate ESG factors into our investment processes and ensuring our sustainability principles guide our investment work. We combine deep bottom-up fundamental research capabilities with a comprehensive understanding of sectors and credit. This includes ESG risk analysis on our corporate bond assets under management. Our private fixed income team has developed a sustainable investment framework through which we assess individual investments to ensure alignment. Our framework is predicated on the International Capital Markets Association’s (ICMA) definition of green, social and sustainable use of proceeds. In the investment grade private credit market, both labelled and unlabeled sustainable investing opportunities exist. Labelled issuance would have a formal issuer framework and third-party verification, while unlabeled would not.