Achieve goals beyond financial growth.

Sustainable investing considers that progress towards solving global challenges - such as finding solutions for climate change, creating social equality and solving for fair business practices - can be made by investing in companies and enterprises that promote sustainability or have sustainable business practices.

- objectives -

Sustainable investing looks to accomplish both conventional investing and philanthropy in varying degrees along a spectrum of possible outcomes.

Conventional Investing

Conventional investing seeks an acceptable risk/return profile with no investing limitations beyond suitability.

Exclusionary Screening

Exclusionary screening excludes individual companies or entire industries from portfolios if their activities conflict with an investor’s values, such as fossil-fuels, gambling or alcohol.

Integration

Integration is a strategy that considers environmental, social and governance (ESG) criteria as part of its analysis and portfolio construction to mitigate risks or invest in high quality companies.

Impact Investing

Impact investing aims to have a social or environmental impact alongside financial return, with a focus on intentionality and measurement of impact.

Philanthropy

Philanthropy seeks the promotion of causes through direct financial support.

Studies have shown that companies that operate in a sustainable manner provide better investment performance.*


* Eccles, Robert G. and Ioannou, Ioannis and Serafeim, George, “The Impact of Corporate Sustainability on Organizational Processes and Performance.” (November 23, 2011). Management Science, Forthcoming.

Why should you consider sustainable investing?

1
Risk mitigation

Companies that ignore their social and environmental impacts may face regulatory and governance risks.

2

Long-term performance

Companies with a negative reputation or poor business practices may not be sustainable.
3

More conscious approach

Investors may aim for a positive impact or to avoid ties to questionable activities or practices they view as morally objectionable.
4

Fiduciary duty

Professional asset managers have a responsibility to invest within certain standards that represent their clients’ interests, which would likely make investments in companies with unsustainable practices less appropriate.