M.D. Sass
ESG - image

ESG Policy


M.D. Sass generally pursues socially responsible investments, which includes environmental, social and governance considerations (“ESG”), during the course of our due diligence practices and investment processes and in the monitoring of portfolio investments. Understanding and managing sustainability factors is fundamental to a portfolio company’s well-being and mitigates reputational risk, which may have a direct impact on a portfolio company’s business and market position. Further, companies’ management of various ESG issues can have a significant impact on earnings and long-term valuations and consideration of these issues as an integral part of our investment process. Assessment of these issues, engagement with investee companies as appropriate, and our voting decisions are central to our approach.


For more information on our approach, please see our ESG Policy.