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.

Sustainable investing: Be in the now

engineer on wind turbine staircase

Invest in innovation

You can tap into the power of change. Invest in companies that are harnessing new technologies, responding to societal trends and propelling their industries forward.

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Pursue investment goals

You can have it both ways. Pursue your sustainability objectives as well as financial returns with more investment choices.

Father and daughter playing together on sunny day

Make an impact

You can be part of the solution. Your investments can help address global sustainability challenges and advance your personal mission.

hand of businessman pulling out or placing wood block on the tower in modern office.

Manage downside risk

You can position for the long term.ÌýCompanies that manage environmental, social and governance risks better than their peers tend to have more resilient business models.

Source: “Sustainable investing in charts,†ÃÛ¶¹ÊÓƵ Global Wealth Management CIO, November 2023.

Investing is our craft

The energy transition is picking up pace.
We put you in the driver’s seat.
Man getting in his electric vehicle

Client stories: Do these questions sound familiar?

  • Portrait of a confident business woman

    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 clean air and water or empowering women in STEM, 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 Financial Advisors can help clients explore:

    • How your family wealth or family office could help generate positive environmental outcomes
    • Ways to align investments with themes, such as clean air and carbon reduction, water scarcity and the energy transition
    • Investments with a focus on diversity and equality
  • Woman looking at painting in art studio

    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 clients align various aspects of their 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 Financial Advisors can help clients:

    • 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
  • Senior couple on beach

    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 Financial Advisor and the ÃÛ¶¹ÊÓƵ Sustainable & Impact Investing team, clients can:

    • Access new investment opportunities while continuing to manage risk
    • Focus on growing their wealth while actively contributing to positive change
    • Stay up-to-date on emerging trends with timely research from our Chief Investment Office

    Ìý

Why ÃÛ¶¹ÊÓƵ: We’re in this together

Man with plan in office

Man with plan in office

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
Woman doing sustainable grocery shopping

Woman doing sustainable grocery shopping

We have a comprehensive range of sustainable investing solutions you can choose from.

Your ÃÛ¶¹ÊÓƵ Financial Advisor 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 mutual funds, exchange-traded funds, separately managed accounts and alternative investments
Architectural model on construction site

Architectural model on construction site

Your Financial 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

Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a ÃÛ¶¹ÊÓƵ client

Important information about sustainable investments: An increasing number of products and services are using terms or labels related to sustainable investments. However, industry standards and terminology related to sustainable investments will differ and are evolving. Therefore, you should carefully review the offering materials to understand how a particular product or strategy approaches sustainable investing and if their approach aligns with your goals and objectives. At ÃÛ¶¹ÊÓƵ Financial Services Inc., we continue to maintain and evolve our own standards and a framework for sustainable investing. However we do not review every product to determine consistency with our standards, nor do all products that we make available align with our approach. Your ÃÛ¶¹ÊÓƵ Financial Services Inc. Financial Advisor can assist you in identifying products that we have reviewed and determined to be consistent with our standards.

At ÃÛ¶¹ÊÓƵ Financial Services Inc., we serve as a distributor of sustainable investment strategies. We believe sustainable investment strategies should have an explicit focus on sustainability objectives or outcomes. Sustainable investments across geographies and styles approach the integration of environmental, social and governance (ESG) factors and other sustainability considerations and incorporate the findings in a variety of ways. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of ESG or other sustainability considerations. In addition, there is no guarantee that a product’s sustainable investing-related strategy will be successful. The ability to implement the approaches to sustainable investing will depend on the product or service selected; they are not available for all products, services or accounts offered through ÃÛ¶¹ÊÓƵ.

Approval Date: 6/6/2024 Expiration: 6/30/2025ÌýReview Code: IS2402959