Sand Hill Global Advisors has added a broad socially responsible investment strategy to its offering.
Sand Hill’s Socially Responsible Investment (SRI) portfolio integrates environmental, social and governance (ESG) criteria into the investment analysis and decision-making process. Stocks and bonds are evaluated in much the same way they might in traditional investing, but with an additional ESG lens added to the analysis that looks to favor companies meeting the specific SRI criteria.
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"Sand Hill’s newly launched portfolio consists of ETFs and mutual funds managed by top-tier SRI investment managers," explains Portfolio Manager Katherine Fischer.
"We’ve applied the same rigorous manager due diligence process used for our traditional portfolios to identify those SRI managers who are best equipped to be successful investing in the SRI space – both from an investment and a philosophical perspective."
Socially Responsible Investing incorporates a values-driven investment approach into the stocks and mutual funds that are selected for a portfolio.
According to Ms. Fischer, Sand Hill’s offering recognizes that different clients have different views and priorities. "Investment advisors bear a great responsibility to maximize their clients’ return on investment for the risk they assume. Within that context, we want to honor the growing interest that specific clients have in using broader criteria than pure performance to measure the composition of their portfolios."
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By GlobalDataSand Hill’s CEO, Brian Dombkowski, says that portfolio customization is still the hallmark of Sand Hill’s practice. "We’ve chosen exposures that are as close as possible to our traditional offering while still allowing the customization that is central to our practice," says Dombkowski. "Our task is not only to understand our clients’ needs and goals today, but to keep an eye on trends that will benefit their needs in the future. SRI broadens our total offering and gives our clients more choice."
