Disrupt the status quo. Innovate for future success. Transform industries. Leave a lasting legacy.
Disrupt the status quo. Innovate for future success. Transform industries. Leave a lasting legacy.
Are you ready to invest in solutions that seek to capture these opportunities?
At ÃÛ¶¹ÊÓƵ, we strive to help you cut through the noise and stay ahead of the curve, identifying important trends and new opportunities as they arise.
Opportunities in sustainable investing
What is sustainable investing?
Sustainable investing is an investment philosophy that can be applied across asset classes. It aims to deliver competitive risk-return characteristics similar to traditional investments while also generating positive environmental and societal impacts, or aligning with investors' personal goals and values.
Learn more about sustainable investing in our video
Why ÃÛ¶¹ÊÓƵ for investing sustainably
We can help you navigate a rapidly evolving landscape with global research insights and education.
You can learn more about:
- Our long-standing sustainable investing framework and approach developed and maintained by our Chief Investment Office
- Sustainable investing views, including monthly and quarterly reports, podcasts and videos
- What sustainable investing is at ÃÛ¶¹ÊÓƵ coupled with actionable insights and takeaways for investors
We have a comprehensive range of sustainable investing solutions you can choose from.
Your ÃÛ¶¹ÊÓƵ client advisor and specialists can help you identify:
- Solutions with a clear sustainability objective, such as those that invest in best-in-class or up-and-coming companies
- Solutions that seek to generate measurable, verifiable and positive outcomes for the environment and society
- Options that include discretionary mandates, mutual and exchange-traded funds, separately managed accounts and alternative investments
Your client advisor has access to resources to help you create a customized portfolio that meets your needs and reflects what’s important to you.
You’ll have access to:
- Teams of investment professionals that help guide you every step of the way
- Dedicated specialists to help you build or fine-tune your portfolio
- Investment solutions that can be tailored to your needs
Tailoring sustainable investing to your needs
Keep it in the family
Whether you have generations following in your footsteps or are charting a new course, every family is unique. Read how we can help families find new ground together.
- Are your children passionate about topics like tackling climate change, health and wellbeing or empowering women, for example?
- Are you looking to find common ground with your children when discussing the future of your family wealth or family office?
Engaging children in the conversation
By working with the ÃÛ¶¹ÊÓƵ Sustainable & Impact Investing team, ÃÛ¶¹ÊÓƵ client advisors can help you explore- How your family wealth or family office could help generate positive environmental outcomes
- Ways to align investments with themes, such as the energy transition, water scarcity or the blue economy
- Investments with a focus on diversity and equality
Level up your mission
Whether you lead an organization, run a business or donate frequently to causes you care about, your investments may not reflect your mission. See how we can help you align various aspects of your financial picture.
- Are you an avid philanthropist? Do you have a foundation dedicated to a specific cause, such as cancer research and treatment?
- Do you want to do more to support this cause, outside of your foundation's charitable distributions?
- Have you considered if your investments align with your mission?
Connecting philanthropy and investing
Together with the ÃÛ¶¹ÊÓƵ Sustainable & Impact Investing team, ÃÛ¶¹ÊÓƵ client advisors can help you:- Tilt investments toward specific themes of interest, like oncology or genetic therapies
- Invest in innovators and disruptors that are creating new technologies or improving access to solutions
- Pursue competitive financial returns in line with your investment objectives
What’s your next chapter?
Life changes can bring opportunities, whether you’re starting a new venture, selling a business or entering retirement. See how ÃÛ¶¹ÊÓƵ can help support you through these changes.
- Have you recently become empty-nesters, for example?
- Are you looking to downsize and make some new investments with your extra cash?
- While you may be hearing about sustainability in other aspects of your life, have you considered sustainable investing?
Stepping into sustainable investing
By working with your ÃÛ¶¹ÊÓƵ client advisor and the ÃÛ¶¹ÊÓƵ Sustainable & Impact Investing team, you can:- Access new investment opportunities while continuing to manage risk
- Focus on growing your wealth while actively contributing to positive change
- Stay up-to-date on emerging trends with timely research from our Chief Investment Office
Sustainable investing strategies aim to incorporate environmental, social and governance (ESG) considerations into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. The returns on portfolios consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered, and the investment opportunities available to such portfolios may also differ.
Terminology used on this webpage refers to definitions in the ÃÛ¶¹ÊÓƵ Sustainable Investing Framework and does not refer or relate in any way to any regulatory provisions.
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
ÃÛ¶¹ÊÓƵ does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
