Investing with Sustainable and Responsible Objectives

Studies consistently demonstrate that the primary factor in determining investment performance is Asset Allocation, i.e., determining optimal target weights among various asset classes in order to achieve desirable risk-adjusted portfolio performance. Beginning with an appropriately allocated portfolio structure, we then work with our clients to incorporate investment strategies which have a positive social and environmental impact.

Historically, Socially Responsible Investing (SRI) has generally failed to achieve the dual goals of satisfying social ends and optimizing investment returns. While the Socially Responsible part of the SRI equation has made a positive impact, the Investing part has generally failed to deliver satisfactory investment returns due to poor manager performance, limited asset class options and excessive fees. Our approach is to turn the equation around with a primary emphasis on Investing to achieve personal financial goals and a secondary emphasis on Sustainable and Responsible investment strategies. As the Latin name Aequitas implies, we believe that one’s financial well-being can be achieved in a way that also promotes the well-being of society and the environment.