My impact priorities span contributing to the mitigation of climate change, environmental justice, and helping to reduce wealth and income inequality. My team at Fiduciary Trust International has built an investment strategy that supports these priorities throughout my portfolio. They've identified opportunities to make an impact across all asset classes—from equities and fixed income to hedge funds and private impact investments—without compromising my financial returns.
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Sustainable investing
We offer more than two decades of experience in helping clients balance their financial and sustainability objectives. Developing a sustainable investment strategy starts with understanding your values, interests, and goals, and building your portfolio requires the type of in-depth research on investment managers that we are continuously conducting.
How we help align your portfolio with your sustainability goals
Many of our clients pursue alignment between their investments and their values—and seek opportunities in solutions to social and environmental challenges. Whether building a total portfolio solution or a dedicated carve-out, we support clients across a range of sustainable investing strategies in public and private markets to help achieve financial, values-driven and impact objectives.
Ensure alignment
Also known as "negative screening," this approach excludes investments that conflict with the investor's values or that expose their portfolio to material, social or environmental risks.
Prioritize sustainability
Investors can integrate the analysis of material social or environmental factors into the investment process, tilt their portfolios towards companies with stronger sustainability attributes or pursue investment strategies focused on specific sustainabiliy themes, such as clean energy.
Generate an impact
Investors may generate measurable impact, alongside a financial return, by financing solutions to social and environmental challenges in underrepresented markets and engaging with investment stakeholders to improve performance.
A philosophy rooted in research, shaped by experience
Whether you’re seeking to focus your portfolio on climate change mitigation, generating economic opportunity for underserved communities, or improving diversity and inclusion among women and underrepresented groups, we’ll help you set a plan.
Competitive returns are achievable
- It is possible to make investments that achieve competitive, risk-adjusted returns while advancing values- and mission-based priorities.*
Alignment and impact require a strategic approach
- We partner with our clients to set clear sustainable investing objectives, anticipate potential trade-offs and develop an implementation plan.
Measurement and management are essential
- We identify, track and measure results to improve the alignment or impact of investment portfolios over time.
What our clients are saying
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This testimonial reflects a current client's personal experience and opinions regarding their experience with Fiduciary Trust International and is not a guarantee of future performance or results. Investment strategies may not be suitable for all clients, and individual results may vary. Prospective clients and investors should conduct their own due diligence and consider their personal financial situation and objectives before making any investment decisions. No compensation was provided for this testimonial.
Constructing a purpose-driven portfolio
Building a diversified, sustainable investment portfolio can be daunting. We spend significant time to explore clients' values and interests, provide insights on the sustainable investing landscape and create an adaptable framework.
Our customized approach to developing a sustainable investing strategy clarifies goals, anticipates potential risk and return trade-offs and devises an implementation strategy.
- Opportunity. What are the social or environmental issues the portfolio will address?
- Purpose. What does long-term success look like for your portfolio?
- Principles. What are the rules of the road for portfolio implementation?
- Objectives. Which investment tools and strategies will be used to pursue the portfolio’s purpose?
- Progress. How will success be measured and where will changes be made over time?
Industry collaboration
Our strategic partnerships with industry leaders help to advance the sustainable investing industry. Below are some of the initiatives we are active in, some independently and others more broadly across the wider Franklin Templeton organization.
*Past performance is not indicative of future results. All investments carry risks, including the potential loss of principal.
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