ESG/SRI Strategies

Our mission and fiduciary responsibility is to help clients meet their investment objectives.

The investment objective for the majority of our clients is to achieve the highest level of return for a given level of risk. As a signatory to United Nations Principles for Responsible Investment ("PRI") since November 2012, the Firm agreed that application of environmental, social, and corporate governance ("ESG") factors in our investment process can have a meaningful impact on the risk and return profile of investment portfolios. The incorporation of ESG considerations to the Firm's broad investment process is called ESG Integration.

In addition, a growing segment of investors wish to align their investments with their values or mission. Exclusion-based responsible investing is the traditional approach, and the Firm categorizes this approach as Socially Responsible Investing ("SRI"). SRI clients will impose restrictions that require the Firm to exclude specific companies or industries from their portfolios because their respective business practices conflict with our client's social, ethical, or moral mission statement. For investors looking for a more proactive approach, the Firm offers dedicated strategies to meet investors' specific sustainability objectives.


  

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