Impact Investing

Wealth management services grounded in a positive outcome for all stakeholders.

Combine tractor harvesting corn

Impact investments are made with the intention to generate positive, measurable social and environmental impact alongside a financial return. We use this as a single term under which fall SRI (Socially Responsible Investing), ESG (Environmental, Social, Governance) and sustainable investing.

One in every four dollars is invested in ESG managed strategies* under professional management in the United States. The business case for using ESG factors is that it creates a lens through which to manage risk and source opportunity. When creating portfolios we consider risk mitigation and the longer-term consequences of how investments impact all stakeholders.

*The Forum for Sustainable and Responsible Investment.

Included in our portfolios are cost-efficient socially responsible funds, which we consider key elements of a globally diversified portfolio: they demonstrate competitive returns; and in contrast to traditional funds, they lobby companies to improve policies and practices that reduce risk and increase profitability. This advocacy work reflects a commitment to good governance, environmental sustainability, human rights and social justice.

We also include separately managed accounts in portfolio creation, which offer investors:

  • Custom impact strategies
  • Tracking to an index
  • Tax-loss harvesting

We offer our clients the opportunity to participate in direct, high impact investments that make real change in:

  • Climate change solutions
  • Access to financial services and capital
  • Food and agriculture
  • Affordable housing
  • Ethical supply chains and human rights
  • Clean energy
  • Green real estate
  • Timber and reforestation
  • Social justice
  • Conservation