financial returns and a positive societal effect
Responsible Investing describes an investment approach that incorporates environmental, social and corporate governance (ESG) considerations with management of investment portfolios. Proponents of responsible investing seek to align their core social values with meeting their personal, family, or institutional investment objectives.
Clearstead Trust has experience educating clients about responsible investing and implementing these policies in portfolios. We have helped clients comply with socially responsible mandates for many years, and in recent years have advised clients on the implications of proactive responsible investing programs.
Market Rate Impact Investing
Example: investing in a private equity fund that directly invests in companies that are advancing on environmental, social or governance causes.
OUR Responsible Investing Process
We tailor our ESG strategies to meet our client’s objectives We recognize that our foundation clients are juggling demands from multiple stakeholders as well as their own day-to-day operations. Individual, private clients may want to “tilt” their portfolios toward specific ESG investments which we can accommodate. The nature of our investment philosophy is to own high-quality companies, whether individually or with an active separate account manager, which generally achieve high ESG scores.