Sustainable investing is not a sideshow for us—it is central to how we manage portfolios for the majority of our clients.
In February 2008, our clients provided seed funding for the first environmentally screened, industry neutral, and globally diversified passive (index) equity funds in the marketplace. To date, these funds have fulfilled their objective of shifting capital toward the most environmentally responsible corporations while closely tracking market benchmarks.
We actively seek to expand the positive good we bring into the world through the allocation of clients’ funds. We believe this reduces legal and regulatory risk, expresses our values, and enhances the potential for long-term, sustainable social structures and investment returns.