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Grow Your Practice with
Sustainable Investing

REACH TODAY'S INVESTORS

are interested in Sustainable Investing

OUR EXPERTISE

Your Growth Opportunity

Our team helps you keep pace with the latest environmental, social and governance (ESG) issues by providing thought leadership, research and presentations that cover current trends and best practices. We can help you introduce sustainable investing to your clients or provide in depth insight into key impact investing themes that help them make a difference with their investments, such as climate change and gender equality. Our experts can provide one-on-one consulting to help you identify which of your clients may be interested in these strategies.

OUR FOCUS AREAS INCLUDE

ENVIRONMENTAL MARKETS

This diverse sector consists of companies that are seeking to address challenges associated with resource availability and consumption, specifically in the areas of Energy, Water, Waste and Sustainable Food & Agriculture.

GENDER LENS INVESTING

The practice of integrating gender factors into investment analysis. A compelling body of research shows that companies perform better when more women are in leadership roles.

Women
& Wealth

More women are controlling investment decisions than ever before – do you know how to reach this powerful demographic?1 Our team can provide you with the expertise and strategies you need to help cultivate and better serve female clients.

We can help you strengthen your client relationships
by becoming more responsive to women’s financial
issues and concerns.

1 https://www.washingtonpost.com/sf/brand-connect/women-the-worlds-greatest-emerging-market/

Millennials 
& Money

Engaging the next generation of investors is crucial to the success of your business. Our team can offer insight into the habits, mindset and lifestyle of the next generation of investors. By cutting through the noise and diving deep inside the minds of Millennials, we address the scope of the Millennial client opportunity and offer strategies to best communicate with the next generation of investors and prove your value.

Recent Posts

September 7, 2018

The Times They are a Changin’

In this article from Impax Asset Management, David Richardson discusses why investing in environmental markets can help investors capture growth opportunities, enhance portfolio diversification, future proof portfolios and make a positive impact.
August 6, 2018

Reaching Millennials: Your Future Success Depends on It

Kelly Coyne explains how financial advisors can take advantage of the millennial opportunity before it’s too late.
July 9, 2018

The Future of Transportation – Modernizing Rail

The future of transportation extends beyond the rapidly accelerating electric vehicle (EV) market. The electrification of transportation is also opening up investment opportunities across the rail infrastructure supply chain.