Customized Sustainable & Impact Investing Opportunities
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:
ALIGN IMPACT PORTFOLIOS
EXPLORE NEW GROWTH
MITIGATE AGAINST NEW
|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|
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.