We have been managing ESG portfolios using a quantitative discipline based on restriction lists and downside screening. We can exclude securities from portfolios or tilt portfolios toward the most environmentally friendly and socially aware companies and those with strict governance factors. With our experience developing mission, impact and investment policy statements, educating constituents, and constructing SRI portfolios, we help clients focus on investments specific to their interests through access to strategies across multiple asset classes and investment vehicles.




This website is for informational purposes only and is not a solicitation for any product or service.  GIM products are actively managed and their characteristics will vary.  All investment has risk, including the risk of loss of principal.  There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful.  An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.