- Wealth Management
- Institutional Advisory
- Pilot Program
Socially Responsible Investing
Beyond your day-to-day activities, organizations can further their missions and the missions of affiliated organizations by structuring their investment portfolio to reflect their values. Our institutional advisory professionals help educate our clients on the different strategies including:
- Social and environmental screening
- Shareholder advocacy
- Community investing
- Social venture capital
Additionally, we recognize that it is important for decision-makers to understand the potential impact on their expected investment returns when using any of these strategies. That’s why we document possible trade-offs, conduct due diligence, and work to maintain continuity of the decisions over time.
Once the type of screens and strategies are determined, guidelines are added to the investment policy statement, investment selection begins, and our monitoring practices are implemented.