Impact Investing
We believe that investing in the net-zero economy and an inclusive society yields greater opportunity for financial, environmental and social returns. We collaborate with our clients to connect their investments with their values and seek the personal and collective outcomes that matter most to them.
With decades of experience, our team helps clients identify impact and ESG investments across all asset classes. We offer total portfolio management, with multiple approaches, including Sustainable, Positive Engagement, Thematic and Catalytic strategies.
Impact investing is an integral and seamless part of our wealth management offering. Our connected ecosystem ensures it all fits together as one plan, centered on the client’s goals and vision.
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$4B
Committed to impact and ESG strategies
as of December 31, 2023