Socially Responsible Investing

Socially Responsible Investing

We believe that supporting our clients with their increasing focus on sustainability is a great demonstration of a truth that underpins our purpose: Boldly Grow the Good in business and life.

We have a proud legacy of innovation and collaboration through the integration of environmental, social and governance ("ESG") issues into our investment processes, while ensuring that investment decisions are always made in the best interests of our clients. Supporting these decisions is a belief that incorporating a range of responsible investment techniques can have a meaningful impact on the creation of long-term investor value. More and more, my clients are interested in:

  • Investing in companies and funds that have a positive impact through social justice, environmental sustainability, responsible governance, renewable energy/clean technology, and healthcare; and

  • Avoiding companies that produce products with the potential to cause harm, which can include addictive substances like alcohol, gambling, and tobacco, and controversial products such as fertilizers or firearms.

 If you would like to learn more about building a socially conscious portfolio, please let me know.