Making investment choices that drive sustainable, long-term financial returns and have a positive impact on the world we live in.
We build personalized investment portfolios for organizations and individuals who understand that companies who do well on environmental, social and governance (ESG) factors tend to also do well financially. Doing good and doing well are not mutually exclusive.
The approaches that we take to responsible investing include the following:
ESG Screening through Sustainalytics, an independent research firm that evaluates the ESG performance of securities
Negative Screening ex: Gambling, Tobacco, Weapons
Active engagement and Impact Investing through managers with corresponding mandates
Simply put, we believe that responsible investing is better investing.