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

When an investment process considers environmental, social, and governance factors (“ESG”), the advisor may choose to avoid investments that might otherwise be considered or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social, and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.