Why We're Different

Financial Institutional Services

Multi-tasking isn’t easy, especially for organizations involved in the complex areas of finance and investments. Balancing efficiency and due diligence processes while limiting unnecessary liability can seem like a daunting, if not impossible, task. Fear not. We aim to take the uncertainty out of the equation by developing a comprehensive and flexible plan with a suitable course of action for your organization.

This includes:

• Assisting and educating plan sponsors on fiduciary responsibilities and compliance procedures
• Developing and implementing an investment policy statement
• Conducting a robust provider search and fee benchmarking analysis
• Putting a fund lineup in place to select the appropriate investment vehicles to address goals
• Performing quarterly due diligence reviews
• Conducting an annual in-depth plan review
• Holding educational events for participants

ESG Responsible Investing

Responsible investing is more than avoiding “sin” stocks. It’s about making investments that positively impact our environment, social responsibility, and corporate structures, while also focusing on positive returns. Also known as environmental, social, and governance (ESG) investing, this approach considers the sustainability and societal impact of each investment. We believe that money is simply a tool, and when it’s put toward the right purposes, one that can improve the futures of our communities.

As Responsible Investing gains ground, more investment managers are offering ESG-focused investments. But not all responsible investment strategies are created equal. Our integration of fundamental research, ESG data analysis, and direct company engagement helps align your investments with your values — without losing focus on performance. Our comprehensive approach is built on Calvert's Four Pillars of Responsible Investing:

• Performance
• Research
• Engagement
• Impact

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. following statement may also be required based on content: The return of an SRI/ESG strategy may be lower than if the advisor made decisions based solely on investment considerations.