Aligning your values with your investments isn’t just about doing good.

Values-aligned investing

Values-aligned investing isn’t just about charity or doing good. What makes it so compelling for many investors is the opportunity for enhanced financial returns while aligning your capital with your values.

There are several ways in which we incorporate our clients’ values into their portfolios, from private placement investments to personalized solutions through our values-aligned investing partner, Ethic, an asset management firm with extensive institutional investing, technology and data expertise.