Touchstone Investments engages 14 investment managers to sub-advise its 28 mutual funds and seven exchange-traded funds (ETFs). Touchstone launched three new ETFs, one of which was the Touchstone Climate Transition ETF, sub-advised by Lombard Odier Investment Management of Geneva, Switzerland. In conducting due diligence to identify and monitor its investment managers, Touchstone developed a proprietary and rigorous set of ESG- and diversity- and inclusion-specific questions that are incorporated into requests for information. The responses to the questions and interactions that they inspire are integral elements of Touchstone’s asset manager evaluation discipline.
All of Touchstone’s sub-advisors are PRI signatories and multiple Touchstone Funds emphasize specific aspects of ESG and/or impact investing. Touchstone and its sub-advisors provide relevant insights regarding ESG investing via content like white papers, presentations, fact sheets and, where applicable, periodic sustainability or impact reports empowering our clients to make investment decisions that align with their core beliefs.
