Are Responsible Investing and Smart Investing Really Mutually Exclusive? Maybe Not.
As thought partners to our families, one of our principle goals is to help them gain a fuller understanding of the investments they make. We believe a key component to making decisions that are most suitable and consistent with each family’s objectives and aspirations is answering the questions “What do we own?” and “Why do we own it?” One growing area of focus has been a desire to understand how our investments address and impact Environmental, Social and Governance (ESG)