Investing approach that seeks to generate a positive environmental or social impact. Often used alongside grant-making portfolios to help advance a foundation’s mission.

Investment strategies designed to generate excess returns while catalyzing change alongside specific themes such as climate change, ocean health, diversity and affordable housing.

Seeking to enhance returns or reduce risk by incorporating environmental, social and governance (ESG) criteria. Increasingly demarcated between ESG Leaders and ESG Improvers, which are firms showing the greatest improvement in their ESG footprint.

• Climate Solutions

Our Climate Solutions Strategy seeks long-term capital growth by investing in companies focused on climate change mitigation or adaptation solutions across the market capitalization spectrum. We believe that companies positioned alongside environmental sectors have the potential to significantly outperform the broader equity market over the long-term. As such, our approach targets a subset of global companies that have greater than 50% revenue exposure, or 20% and rapidly growing share, to climate solutions across the globe.

• Short Term Taxable ESG
• Core Taxable ESG
• Intermediate Tax Exempt ESG

Our Fixed Income strategies employ an investment process based on analysis of macroeconomic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework. Strategy dependent, our ESG portfolios hold taxable or tax-exempt securities across varying maturities that promote environmental, social and governance goals. Our experienced team of investment professionals focuses on a disciplined process seeking to provide capital preservation​.

We advise across our clients' personal and charitable investment portfolios and seek to achieve both financial and sustainable objectives.

We bring to bear the depth of experience and extensive capabilities of our team to identify a focus list of compelling opportunities that align with our clients' sustainable and financial objectives.

We seek to measure positive impact alongside financial performance. Examples include shareholder engagement outcomes and alignment with the UN’s Sustainable Development Goals (SDGs).