Education & Goal Alignment

From board members to customers, organizations today must juggle priorities across many different stakeholders. We believe committee education and discussion is key to aligning goals and setting objectives.

Rigorous Research

Once clients agree on their current appetite for sustainable investing, our research and investment teams gets to work. With full collaboration with our research team, we apply the same disciplined, institutional approach, to ensure that a client’s sustainable investing goals are integrated into their portfolio.

Actionable Strategy

We can help implement portfolios to integrate each client’s sustainable investing goals and develop a scorecard to help client’s track their progress as they move along the spectrum.

Measurable Results

We can conduct an annual audit, showing clients how their funds performed and how those investments were exposed to their risk areas. We can incorporate a client’s socially responsible goals into our research process and quantify the investments to score clients’ portfolios according to these goals, and help measure the impact of these investments on overall performance to help guide future decision-making.