Leading the industry in ESG investing for over 20 years.
Many clients choose to align their investment portfolios with their personal values. ESG stands for Environmental, Social and Governance - and ESG investments are those that seek to broadly improve the Environmental, Social, and Governance (ESG) characteristics of a portfolio. Every person is unique and so are their values, and we work with clients to customize portfolios in a variety of ways, from excluding specific companies or industries (such as weapons manufacturers for instance), to targeting specific issues (reducing the emissions and fossil fuel reserves in a portfolio for example).
Impact investments aim to generate a positive social and/or environmental impact, in addition to financial returns. Impact investments allow you to invest with purpose and are typically private investments that could contain a wide range of assets; everything from solar energy (to drive a positive environmental impact) to microfinance (which targets positive social outcomes).
Every Dollar You Allocate Makes An Impact
Whether intentional or not, businesses make an impact on their customers, employees, the community, and the environment. Some companies create value while others extract value. The only question is whether we – as investors – are going to take these non-financial returns into consideration.