Your investments should tell a story about you, your family, your legacy and your mission and values.

Companies committed to the Greater Good are industry leaders in sustainability, gender equity & diversity, social responsibility, corporate culture & reputation and ethics & transparency. Our investments live at the intersection of purpose and profit, aiming to deliver “double bottom line” returns of investment performance and positive social impact.

01 Sustainability

These companies deliver practices, products and services that drive revenues, profitability and competitive positioning. They provide goods and services consistent with a low-carbon, prosperous, equitable, healthy and safe society.

02 Gender Equity & Diversity

These companies with inclusive cultures are:

  • 2x as likely to meet or exceed financial targets
  • 3x as likely to be high-performing
  • 6x more likely to be innovative and agile
  • 8x more likely to achieve better business outcomes

Diversity of thinking enhances innovation by approximately 20% and enables groups to identify business risks, reducing these by nearly 30%*.

03 Social Responsibility

These companies implement business principles and highly ethical internal and equitable operations to solve social and environmental challenges through the creation of sustainable revenue streams – while managing their own externalities and also influencing larger systems around them.

04 Corporate Culture & Reputation

These companies prioritize the public’s perception of their Products & Services, Innovation, Workplace, Governance, Citizenship, Leadership, and Performance. They take a stand and communicate what they are doing to address the problems of the moment.

05 Ethics & Transparency

These companies demonstrate a commitment to ethical business practices through programs that positively impact employees, communities, and broader stakeholders, and contribute to sustainable and profitable long-term business performance.

*”Diversity Wins: How inclusion matters,” McKinsey & Company, May 2020

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks since the criteria exclude securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities, and the universe of investments available will be smaller. The return of an SRI/ESG strategy may be lower than if the advisor made decisions based solely on investment considerations.