The Client Experience with our Sustainable and Impact Investing team

Customized Sustainable & Impact Investing Opportunities

Client Experience

We provide an unparalleled client experience built on highly personalized investment portfolios, helping you to understand your impact, and answer to diverse stakeholder needs.

We offer solutions to address client objectives

These thematic areas may include health, education or faith-based investing, among others. In offering solutions to address impact-driven client objectives, we can successfully execute on the following:

Deploying Capital

ALIGN IMPACT PORTFOLIOS WITH VALUES	EXPLORE NEW GROWTH OPPORTUNITIES	MITIGATE AGAINST NEW POTENTIAL RISKS
Design portfolios using customized negative and positive screens around specific values	Design holistic portfolios around environmental or social theme	Implement ESG integration across the entire portfolio

Engagement

ANSWER TO STAKEHOLDERS	ENGAGE WITH EXPERTS	ACCESS TO RESEARCH
Dedicated Glenmede specialists provide education sessions to staff, key industry players and universities	Access our pool of 50+ Sustainable & Impact Investing experts across the organization	Access to Glenmede’s thought leadership experts on climate change as well as diversity and inclusion

Solutions are as diverse as our clients

Glenmede clients have worked with the Sustainable & Impact Investing team to express a range of motivations and achieve dynamic goals.

Mitigate Against New Risks:

An individual motivated to take advantage of renewable energy innovation and carbon risks tilted her portfolio to focus on clean tech and low-carbon businesses with an emphasis on detailed impact reporting.

Build for the Next Generation:

A multigenerational family office worked closely with Glenmede staff to devise separate investment policy statements, capturing the unique priorities and mandates of each generation, while working toward their longer-term legacy.

Answer to Stakeholders:

A private school endowment passionate about combatting climate change and advancing social justice featured Glenmede staff in town halls with students.

Meet our team

We have a dedicated Sustainable & Impact Investing team that works closely with firmwide specialists on impact-driven topics. Sustainability is ingrained throughout our Glenmede culture.

Our Team