Impact Investing

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: