Levi's: Optimizing returns and supporting company values through sustainable investing

This case study shows how Levi Strauss & Co. went through the process of reassessing its retirement assets to align with company values and strong financial performance.

The company wanted to identify and evaluate options to ensure its investments are aligned with the company’s values and commitment to sustainability, while maintaining fiduciary duty.

The reassessment highlighted the strong financial performance of environmental, social, and governance (ESG)-focused funds and led to their adoption in all three portfolios.

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