We are long term investors who seek to identify sustainable business models

We endeavor to look beyond the quarterly fluctuations in company results that can distract investors from the true health and prospects of an enterprise. This focus often complements our clients’ social goals and enhances our ability to build constructive relationships with company managements. Over the years we have found that companies with strong social, environmental, and governance records often produce good financial results. The connection is straightforward. Good social performance can help protect companies from reputational and regulatory risks, build positive employee loyalty while enhancing productivity, and create favorable consumer impressions, strengthening brand recognition.

Our methodologies are designed to maximize returns while limiting risk

We have developed methodologies to ensure that all of our client portfolios, those that utilize portfolio screening and those that do not, maintain the same characteristics designed to maximize returns while limiting risk. This sometimes requires identifying companies with above average social or environmental performance in industries with poor reputations in these areas. In other instances, the composition of portfolios may be adjusted to accommodate the risks or opportunities introduced by specific social screens.