Responsible investing

As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.

To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.

For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.

Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.