Offering sophisticated impact portfolios
so you can do well by doing good
I care about providing you with competitive expected investment returns to help you reach your goals. I also care about society, equality, the environment, and promoting responsible business practices. After years of research, I have developed a sophisticated investment strategy that is designed to pair these two objectives for investors who want to take a more mindful approach.
Investment Management 101: Setting the right asset allocation
Once the financial plan is complete and we know how much risk you have to take to reach your goals, we will factor in how much risk you are willing to take and set the long-term asset allocation to cash, stocks and bonds. This step will provide a level of assurance during times of uncertainty because you will know why you are invested the way you are, and that market ups and downs have been accounted for.
Investment Management 102: Diversification
Even with the environmental, social and corporate governance mandate, the investment portfolios are diversified to include companies operating in all different industries, sizes, and locations around the globe.
Investment Management 201: Security Selection
While investing in companies that have sound environmental, social and corporate governance practices is important, I also focus on the fundamentals to create a sound investment portfolio for clients. Finding investments with profitable outlooks and manageable risks at the right price provides the foundation of my decision making and only then do I add the extra layer of scrutiny regarding responsible business practices.
Investment Management 202: Tactical Allocations
I follow economic and market trends and tilt the portfolio weightings in an effort to take advantage of opportunities or reduce risks in the portfolio.
Investment Management 203: Re-balancing
Portfolios are re-balanced at least annually, but are also tactically re-balanced when market swings cause the portfolios weightings to drift too far from targets based on market conditions.
Investment Management 301: Making the world a better place
I utilize a small amount of negative screening to reduce exposure to products, services, companies, and countries that have controversial or negative impacts on people and the environment. To a larger extent, I utilize positive screening to incorporate more progressive companies and industry leaders into the portfolio. Some investments in the portfolio are even thematic to promote a specific initiative like equality or environmental sustainability. I also emphasize proxy voting, company and industry level research for best practices, and corporate engagement to promote actual positive change.