Sustainable Investing describes an investment approach that incorporates environmental, social and corporate governance (ESG) considerations with management of investment portfolios. Proponents of sustainable investing seek to align their core social values with meeting their personal, family, or institutional investment objectives.
Clearstead is a leader in educating clients about sustainable investing and implementing these policies in portfolios. We have helped clients comply with socially responsible mandates for many years, and in recent years have advised clients on the implications of proactive sustainable investing programs. In 2019 Clearstead sponsored a Roundtable discussion with national experts entitled, The Cost of Conscience: Charting ESG Roadmaps for Institutional Portfolios. The outcome of this Roundtable was that we included sustainable investing standards in our manager research efforts.
The Clearstead Sustainable Investing Spectrum
Our solutions are not one-size-fits-all. Some clients might be comfortable simply avoiding investments that are incompatible with their missions and goals. Others seek a more active approach, incorporating Market Rate Impact Investing into their strategy by investing in companies that advance their ideals.
Market Rate Impact Investing
Example: investing in a private equity fund that directly invests in companies that are advancing on environmental, social or governance causes.
The Clearstead Sustainable Investing Process
We recognize that our clients are juggling demands from multiple stakeholders as well as their own day-to-day operations. That is why we listen to client objectives first and then walk them through Clearstead’s Sustainable Investing Process. At every step, we make the process seamless, transparent, and easily understood.
Education & Goal Alignment
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 portfolio performance remains top of mind.