Socially Conscious Investing
We believe in using financial services to create a better future. If you do too, we can help.
Socially conscious investing takes into account social and environmental outcomes alongside financial returns. Sustainable investing now represents one in four dollars of the $46.6 trillion in U.S. assets-under-management . We build portfolios that are socially conscious by investing in ‘environmental, social and governance’ (ESG) investments, supporting companies and missions that are ethical and sustainable. We have access to one of the industry’s broadest ranges of funds, spanning asset classes and geographies.
Your portfolio will be personalized to the causes that are dear to your heart. Possible investment causes can be:
- Clean technology
- Energy efficiency
- Vehicle electrification
- Renewable energy
- Healthy foods
- Beyond Moore’s Law
- Female leadership
- Diversity in leadership
- Workplace inclusion
We pursue two strategies when building personalized socially conscious portfolios. The first is explicit consideration of ESG opportunities and risks within financial analysis. The second is a negative screening: excluding specific sectors or companies from a portfolio based on specified ESG criteria.
Socially conscious investing is part of our strategic investing and wealth management services.
 According to the Forum for Sustainable and Responsible Investment.