Sustainable investing is simply smart investing.
Socially Responsible Investing (SRI)
We have worked with clients for decades to align their portfolios with their values or mission while seeking to achieve their long-term financial objectives. Our platform is built to enable customized exclusions for investors to ensure their values or mission are reflected in their portfolios. Our internal technology platform enables transparent reporting and continued alignment over time.
Thematic Investing
As part of our research process, our investment team conducts research into trends shaping our world, with a constant focus on disruption and the resulting risks and opportunities. Investments with exposure to environmental or social themes can be emphasized in our strategies and client portfolios where appropriate from an investment standpoint.
Private Market Impact Investing
Our team has created a network of environmentally and socially focused entrepreneurs, sponsors and intermediaries in an effort to help clients navigate the private market impact landscape. Allocations to private impact are direct, intentional, tangible, and the impact is measurable, with a goal of addressing the world’s most pressing environmental and social challenges.
Our suite of sustainable strategies has been built to meet the needs of a diverse client base. Deep ESG integration is at the core of our process and strategies cover a range of SRI exclusions and thematic areas of emphasis. Our work with clients over the decades has proven that a combination of these approaches is well suited to seek to achieve client needs.
Externally Managed Solutions
Our open architecture and sustainable investing platforms enable deep and thorough analysis of all listed products. Proprietary sustainability analysis and due diligence into targeted managers help us assess external (3rd-party) sustainable investment approaches on behalf of our clients. Approved 3rd-party solutions can be used to complement our proprietary offerings to ensure alignment with client objectives.
Meet Our Sustainable Investing Team
Andrew Wetzel, CFA
Principal, Managing Director of Sustainable Investing, Portfolio Manager
Ellen Hazen, CFA
Principal, Chief Market Strategist
Steven Violin, CFA
Principal, Managing Director of Investment Management, Portfolio Manager
R. Thomas Manning, Jr., CFA
Principal, Chief Executive Officer and President
Keith Elflein
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
Ryan McQuilkin, CFA, CFP®
Principal, Managing Director of Fixed Income, Portfolio Manager