{"id":1935,"date":"2023-04-18T08:50:34","date_gmt":"2023-04-18T12:50:34","guid":{"rendered":"https:\/\/www.goodwoodfunds.com\/?page_id=1935"},"modified":"2025-08-11T10:20:23","modified_gmt":"2025-08-11T14:20:23","slug":"esg-conscious-investment-grade-corporate-bond-mandate-sma","status":"publish","type":"page","link":"https:\/\/www.goodwoodfunds.com\/index.php\/esg-conscious-investment-grade-corporate-bond-mandate-sma\/","title":{"rendered":"ESG-Conscious Investment Grade Corporate Bond Mandate"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1935\" class=\"elementor elementor-1935\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-85af9ba elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"85af9ba\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-341b409\" data-id=\"341b409\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-002fb4c elementor-widget elementor-widget-spacer\" data-id=\"002fb4c\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f56d1f2 elementor-widget elementor-widget-heading\" data-id=\"f56d1f2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">ESG-Conscious Investment-Grade Bond Mandate (SMA)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8cb99b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d8cb99b\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1ca9c36 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1ca9c36\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-15b32c2\" data-id=\"15b32c2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-269e65c elementor-widget elementor-widget-heading\" data-id=\"269e65c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Objective & Approach:<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0bf37e9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0bf37e9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ba78bb4\" data-id=\"ba78bb4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a97004d elementor-widget elementor-widget-text-editor\" data-id=\"a97004d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Launched in 2023*, the environmental, social, and (corporate) governance (&#8220;ESG&#8221;) conscious investment-grade bond mandate objective is to preserve capital and generate income by investing in bonds with good relative ESG performance and attractive coupons.\u00a0<\/p><p>The mandate invests in approximately 30-40 fixed income securities issued by companies who have achieved good scores in a third-party ESG valuation process; for safety, the mandate may also invest in government issues. The return target is 50-200 basis points over 5-year Canadian bonds.\u00a0<\/p><p>Institutional accounts are customized to meet compliance requirements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f740286 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f740286\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-12fef23 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"12fef23\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2ad79c5\" data-id=\"2ad79c5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-313069e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"313069e\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-def4d71 elementor-widget elementor-widget-heading\" data-id=\"def4d71\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key Features:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cb71d5 elementor-widget elementor-widget-text-editor\" data-id=\"9cb71d5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><p>Strategy diversified by position size, industry sectors, and term-to-maturity.<\/p><\/li><li><p>Portfolio invested in fixed income securities with good relative ESG performance and attractive coupons.<\/p><\/li><li><p>Disciplined, fundamental approach to constructing investment-grade bond portfolios we believe may reward investors with capital gains due to credit improvements and credit rating upgrades.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-34800d4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"34800d4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9baf2d8\" data-id=\"9baf2d8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a495f45 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a495f45\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-78f6de8\" data-id=\"78f6de8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3387cf2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3387cf2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a18addc\" data-id=\"a18addc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-db4392f elementor-widget elementor-widget-image\" data-id=\"db4392f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.goodwoodfunds.com\/wp-content\/uploads\/2019\/09\/Chris-Curry.2.png\" class=\"attachment-thumbnail size-thumbnail wp-image-229\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78cf481 elementor-widget elementor-widget-text-editor\" data-id=\"78cf481\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>CHRIS CURRIE<\/strong><\/p><p>Portfolio Manager | CFA<\/p><p><a href=\"mailto:ccurrie@goodwoodfunds.com\"><span style=\"text-decoration: underline;\">ccurrie@goodwoodfunds.com<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a8cbda5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a8cbda5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bc31fea\" data-id=\"bc31fea\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c713199 elementor-widget elementor-widget-text-editor\" data-id=\"c713199\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>*Inception: February 14, 2023. The ESG-Conscious Investment Grade Bond Mandate is part of a Third-Party UMA Program, Goodwood Inc. acts as sub-advisor for this Mandate. See full disclosure page. Performance returns above are displayed for the founding ESG-Conscious Investment-Grade Bond UMA referencing sources believed to be reliable. All ESG Score data is collected from LSEG (formerly Refinitv Eikon) LSEG ESG Scores measure a company\u2019s relative ESG performance based on company-reported data in the public domain across three (environmental, social and governance) pillars and ten ESG themes. Performance is not guaranteed, and past performance is not indicative of future results and may not be repeated. Performance data from certain market indices\/ETFs is provided for information purposes only. These ETFs are not a benchmark of the UMA portfolio but rather are displayed for comparison purposes to the broad market.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>ESG-Conscious Investment-Grade Bond Mandate (SMA) Objective &#038; Approach: Launched in 2023*, the environmental, social, and (corporate) governance (&#8220;ESG&#8221;) conscious investment-grade bond mandate objective is to preserve capital and generate income by investing in bonds with good relative ESG performance and attractive coupons.\u00a0 The mandate invests in approximately 30-40 fixed income securities issued by companies who &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.goodwoodfunds.com\/index.php\/esg-conscious-investment-grade-corporate-bond-mandate-sma\/\"> <span class=\"screen-reader-text\">ESG-Conscious Investment Grade Corporate Bond Mandate<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"class_list":["post-1935","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/comments?post=1935"}],"version-history":[{"count":341,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1935\/revisions"}],"predecessor-version":[{"id":4504,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1935\/revisions\/4504"}],"wp:attachment":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/media?parent=1935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}