Supporting each of our client’s unique mission objectives is fundamental to our work. To support the rapidly evolving field of mission-related investing, we have a dedicated MRI team that provides solutions to implementing clients’ needs into a customized portfolio approach. We view clients’ efforts to broaden their investment policy to include their mission objectives as additive rather than superseding the portfolio construction discipline. We employ a broad range of strategies including ESG, impact, and sustainability across marketable and private asset classes to achieve each client’s specific objectives – with the result being a portfolio that integrates MRI objectives with our disciplined due diligence process.
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Comparably data clearly shows that a focused mission statement and cohesive core company values are vital to maintaining employee alignment.