Responsible Investing

Many organizations have an underlying mission or may be affiliated with a religious organization.  Beyond day-to-day activities, organizations can further their mission by structuring their investment portfolio to reflect their values.  We help educate clients on the different strategies including:

• Social and environmental screening

• Shareholder advocacy

• Community investing

• Social venture capital

It is important for decision-makers to understand the potential impact of any strategies on expected investment returns.  Documenting possible trade-offs and the due diligence conducted is important to maintain continuity of the decisions over time.

Once the type of screens and strategies are determined, guidelines are added to the investment policy statement, investment selection can begin and important monitoring practices are implemented.