Socially Responsible Investing

We examine all holdings from an ESG standpoint – Environmental, Social, and Governance. For certain clients, we take this one step further, and manage portfolios that hold assets classified as Socially Responsible that help further the United Nations’ 17 Sustainable Development Goals. We work with clients consultatively to structure a portfolio that will allow them to sleep well at night.

Negative Screening

The process of eliminating certain companies based on their business model or products. Most typically, companies that operate in specific industries such as tobacco or firearms, or companies that adversely impact the environment are excluded from the universe of potential holdings.

Positive Screening

The process of actively including companies that score highly on ESG factors relative to their peers. Portfolios structured using positive screening tend to focus on environmental sustainability, emerging technologies, and companies that have strong governance practices related to labor policies.