IMPACT INVESTING

An alternative for clients focused
on two bottom lines

With more than a decade of experience in impact investing, we have established a successful track record in helping clients align their investment portfolios to their social values. We do this through a systematic and reportable approach that can be understood by a variety of constituencies.

A VALUES-BASED OPTION


As a pioneer in impact investing, we view values-based strategies as the natural intersection between philanthropic giving and investing. Our capabilities in this area span all major asset classes and values-based strategies, including impact, ESG/SRI screening and shareholder activism. And for those who desire it, we can incorporate a wide range of client-specific values into traditional portfolio construction and management.

Experience in SRI and impact investing that spans beyond 10 years

EXAMPLES OF ESG INVESTMENTS INCLUDE:
ENVIRONMENTAL:
  • Renewable Energy
  • Environmental Management
  • Conservation
SOCIAL:
  • Organization-Specific Values
  • Community Development
  • Human Rights
GOVERNANCE:
  • Diversity
  • Board Oversight
  • Sustainability Reporting

FINANCIAL FIRST
VS. IMPACT FIRST


One of the most important recent developments in impact investing is the increasing number of investment opportunities that are structured to earn both a market rate of return and provide impact. In effect, these investments lie on a new “efficient frontier” in investing that encompasses risk, return, and values-based impact.

Experience in SRI and impact investing that spans beyond 10 years

Whether our clients choose to include impact throughout their entire portfolio or just a dedicated sleeve, we have the capabilities to source interesting, enriching investment opportunities across a broad range of impact goals.
Tyler Rodday, Managing Director, Private Client Services