Socially Responsible Investing: Philosophy

We believe socially responsible practices such as environmental sensitivity, proactive employee relations and community reinvestment can actually enhance a company's value as an investment. In fact, organizations with high standards for social responsibility were among our firm's founding clients, and many organizations employing social investment criteria have since entrusted our professionals with the stewardship of their assets.

Standards for what constitutes social responsibility vary widely among organizations, so we take a customized approach. Our investment managers work closely with our clients to identify the issues and priorities that are most important to them, and to establish clear criteria for appropriate investments. Then we incorporate those guidelines into the disciplined investment process we use with other portfolios.




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