Impact

Impact investments are made with the intention of generating a competitive financial return while realizing measurable positive environmental and social benefits. Since 1999, we have invested approximately $10 billion in impact and ESG initiatives nationwide on behalf of our clients.

We believe a fully integrated portfolio, one that includes impact and environmental, social and governance (ESG) factors, can deliver strong financial performance while simultaneously having positive long-term economic and sustainable outcomes. Impact and ESG factors are integrated into every investment decision as each security must meet our strict impact criteria in order to be considered for its respective portfolio. We provide impact and ESG investing solutions coupled with customized reporting to clients on the positive impact outcomes of their investments. Within our fixed income portfolios, clients can direct their capital to specific geographies or impact themes.   

Impact figures as of the most recent quarter end unless otherwise noted.