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This quarterly report highlights our firm’s active ownership initiatives, ESG research, and other news.

ÌÒÑÕÃÛÉ«ÊÓÆµ defines impact investing as an investment approach that seeks to generate positive social and environmental impact alongside financial returns. Other relevant industry terms include: environmental, social, and governance (ESG) investing, mission-related investing, responsible investing, socially responsible investing (SRI), sustainable investing, and values-based investing.


ÌÒÑÕÃÛÉ«ÊÓÆµ ÌÒÑÕÃÛÉ«ÊÓÆµ

We are an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.

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