We combine thought leadership with thorough due diligence and are uniquely positioned to assist individuals, families, foundations, endowments, and corporations in developing investment strategies that align with your mission, values and goals. Sustainable investing is a strategy that incorporates environmental, social and governance (ESG) analysis and is focused on measuring a company’s performance beyond financial statements. By utilizing investment managers that integrate ESG analysis, we believe we can better manage risk and long term returns.
In today’s rapidly changing world, companies must consider how climate change, diminishing natural resources, increasing global population, increasing regulation, and changing consumer demands will affect the future of their businesses. Companies that are getting in front of these issues will be tomorrow’s leaders. It is precisely these companies that forward-thinking asset managers are investing in today. By looking through a much wider lens that integrates ESG analysis along with traditional financial analysis, these investment managers have a broader understanding of corporate management, competitive position, risks and opportunities.
We create customized sustainable investment portfolios tailored to our clients goals, drawing upon our unique research and deep analysis of investment managers throughout the country. We have performed detailed due diligence on hundreds of asset managers to learn more about their investment process and identify managers who are integrating ESG analysis. Our analysis helps us understand the degree to which investment managers are incorporating over 30 different ESG criteria.
Additionally, we co-authored the groundbreaking study, “Carbon Footprints, Performance and Risk of U.S. Equity Mutual Funds,” and we were a contributing author to the recently released book, “Evolutions in Sustainable Investing.”