The Sustainability Group

About the Business

Sustainable investing in three dimensions

The Sustainability Group combines investment expertise with a deep commitment to universal human dignity and ecological sustainability. We create customized portfolios that reflect each client’s values and financial objectives, drawing on three core investment activities:

Stock Selection
Shareholder Advocacy
Direct Impact Investing

The Sustainability Group manages roughly $4 billion in assets using socially responsible investing criteria. By investing with us, our clients can have a positive, lasting impact on people, the planet, and their portfolios.

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