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Philosophy

Sustainable Investment Management/Impact Investing

We manage investment programs to meet specific client needs diversified across most asset classes and strategies. Our process is disciplined and research-driven focusing on optimal risk/return expectations and cost efficiencies to create sustainably constructed investment portfolios around the following objectives:

• Alignment with client goals and values to meet their missions and financial needs • Utilizing a rigorous, traditional, fundamental Financial and ESG evaluation process • Owning complimentary asset classes (Asset Allocation) • Delivering sustainable returns in consideration of inflation, fees, taxes, the environment, and society as a whole • Participating in strong economic environments and limiting losses in difficult ones • Making proactive decisions 

Rigorous Research

The research we pursue and utilize ultimately results in the decisions made and actions taken for clients based on fundamental principles of practice, namely, sustainable responsible investment, and environmental, social and corporate and public governance (ESG), most simply called sustainable investing (SI). The phrase sustainable investment incorporates not just a values perspective but also an approach dedicated to selecting investments based on their ability to survive long-term market and economic conditions. The approach involves two primary aspects: 

“The first is that the best way of generating superior risk-adjusted returns in the 21st century is to fully incorporate long-term environmental, social and economic trends within investment and ownership decision-making. The second is that achieving global sustainability requires the mobilization and recasting of the world’s capital markets.” 

Because SI is aimed at these two fundamental levels of activity, it provides an approach for both purely financially motivated investors who want to reduce risk and benefit from the returns, as well as organizations, including societies as a whole, whose agenda is to work toward social and environmental progress. SI thus encompasses the increasing numbers of investors who wish to incorporate these values in the ways their savings and investments are allocated, along with the rising tide of institutional investors who appreciate the growing financial materiality of environmental, social and corporate and public governance factors. In addition are those investors who wish to make investments in companies that pursue solutions for capital growth by solving the problems related to the increasing environmental constraints on all market activity. Sustainable investing is therefore based on a commitment to systematically integrate environmental, social, and economic factors within the valuation and choice of assets and the exercise of ownership rights and duties.   

Asset Allocation

Asset allocation as used in our investment strategy aims to balance risk and reward by apportioning a portfolio's assets to complementary classes.

We utilize and define the main asset classes of equities, fixed-income, commodities, alternatives (Real Assets, Hedge Funds, Commodities/Currencies, Private Equity/Venture Capital, Direct/Local Investments), cash and equivalents. The various assets classes tend to have different levels of risk and return, so each may behave differently over time. We further break down asset classes by market capitalization, geographic regions, themes, and sectors. 

We believe asset allocation involves an important set of decisions, and although our process in attempts to select best-in-class securities is possibly just as important, the way we allocate investments across the classes may be the principal determinants of our investment results.  

Dynamic Markets

We believe that all sectors of capital and political markets are dynamic. Therefore, based on our continual assessment of capital markets we believe in active portfolio management, which can include tactical defensive moves such as underweighting asset classes, sectors, and organizations where capital may be too easily available, prices may be inflated, and the expected returns are not commensurate with the risk. Alternatively, we may seek to be more aggressive and overweight those assets, sectors, and organizations where prices may be lower, the valuations are potentially underpriced, and there is less risk relative to expected returns. As stated above, such decisions are made in the context of an investor’s sustainable long-term investment policy.

Advocacy

We are committed to systematically integrating ESG factors into the valuation and choice of assets, the exercise of ownership rights and duties, and the measuring and reporting of our actions. We advocate for our positions through processes of constructive engagement and shareholder activism. This process may include participation in dialogues with other investors and company managers to encourage improved disclosures of financial and ESG issues and to change practices that may harm our client’s investment value.

Sustainable Business Development Goals

Our objectives include supporting the United Nation Sustainable Develop Goals when and where applicable.