Investment Strategies
Socially Responsible Investing Capabilities
Integrate personal guidelines into your portfolio.
Align Your Portfolio With Your Vision For a Better Future
Make your mark on the world by integrating SRI investing criteria that incorporate your values and beliefs in your investments.
Access ongoing input on social investing issues and develop SRI policy guidelines with a team engaged in making a positive impact with our work.
Baseline SRI Restrictions
We have long maintained a baseline, firm-wide prohibition against the ownership of securities of companies engaged in the manufacture of distilled spirits, tobacco products, or weapons of mass destruction.
Data-Driven Research and Customization
By incorporating third-party and proprietary sources, we can produce portfolios that adhere to your strict SRI investing guidelines while seeking to meet your long-term goals.
One Size Does Not Fit All
Socially-responsible investments customized to reflect what matters most to you.
Responsible investment pairs your values with your long-term investment goals. Our long history of working with responsible investors helps us guide you through this process of alignment.
Partner With Us
When you invest with JAG, you are choosing far more than a brand.
Our people are what make us special. Curious, adaptive, accountable, collaborative – JAG Capital Managment brings these values together to deliver you an extraordinary team of investment professionals.
Make Your Impact with SRI Investing
Tailor your portfolio to reach your financial and value-driven goals.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
2nd Quarter 2024: The Concentration Conundrum
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JAG Growth Equity Thematic Insights: Q2 2024
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1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my wife Chris and I had just turned 30 years old. Back...