Driving impact and reducing risk for long-term performance
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets.
As a pioneer of ESG investing, our group has been involved in several landmark movements in the industry. From divestment against apartheid in the 1980s and the first clean-tech fund of funds in early 2000s, to the fossil fuel divestment movement today, our group has helped develop innovative investment solutions to further environmental and social change. We use a proprietary framework and in-house research to integrate Environment, Social, and Governance factors into client portfolios. Evaluating a company’s practices, culture, values, risk profile and other characteristics through an ESG lens allows us to identify strong management teams that can manage risk and harness the opportunities provided by sustainable development. This can positively impact long-term performance for investors, while accelerating positive change.
Our group is one of the leading investment consulting groups in the country exclusively focused on ESG investing. Diversity is a hallmark of our team structure, and our backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. Our team approach to each client helps ensure our ability to provide customized advice specific to the client’s investment goals.
