RESPONSIBLE INVESTING CASE STUDY

Clearstead’s Responsible Investing platform can help organizations incorporate their mission into their portfolios.

As is often the case with faith-based organizations, they tend to be mindful of their impact on the world and are dedicated to creating a legacy that aligns with their values.

Clearstead can work with an organization’s leadership to integrate a Responsible Investing approach, also known as ESG.

We have found that an organization’s leadership typically recognizes the benefits to Responsible Investing, but the organization can be too busy juggling priorities across many different stakeholders — board members, trustees, and donors. Clearstead can simplify the process and ease an organization into a Responsible Investing strategy.

OUR SOLUTION

Clearstead has the ability to implement a Responsible Investing strategy in different

ways. One method is to simply start by excluding investments in companies incompatible with an organization’s missions and goals. These could include companies directly related to alcohol, tobacco, firearms, and gambling.

Screens can be also be applied to different types of strategies, including fixed-income. Once a client selects the most appropriate Responsible Investing strategy, Clearstead updates the organization’s investment policy and governance structure with language that reflects the approach for review and approval by the organization’s board and advisory committee.

Once organizations buy into Responsible Investing they are typically ready for the next phase of our Responsible Investing spectrum, creating a proactive tilt toward companies that match an organization’s priorities, such as specific religious values, environmental responsibility, and an organization’s specific mission.

Clearstead is able to score companies based on how well they align with an organization’s Responsible Investing objectives, and uses tools it has developed to measure the impact of specific investments on the overall portfolio.

Clearstead will conduct a yearly Responsible Investing audit that analyzes an organization’s portfolio and qualify the exposure to risk areas. The goal of our process is that a Responsible Investing strategy will have a neutral effect on portfolio performance, proving that aligning investments with mission can be both a financially and morally sound approach for many institutions.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US