Independence, Reinforced

A Guided Path Supports Your Long-Term Goals

Pathstone Launches New ESG Measuring Tool

ENGLEWOOD, N.J., Dec. 19, 2017 /PRNewswire/ -- Pathstone Federal Street, The Modern Family Office™, rolls out a new ESG (environmental, social and governance) measurement tool. The new feature is housed inside Pathstone's cutting-edge portfolio execution platform—P-Cubed (Pathstone Portfolio Platform). P-Cubed provides the ability to hold diverse investments in a single account, at a lower cost and improved efficiency.

"We developed P-Cubed to provide clients with meaningful tax and expense efficiencies, but now it is much more than that," said Mathew Fleissig, President of Pathstone. "Today, P-Cubed delivers the power to strategically customize and align a client's portfolio with their goals in ways we believe were not possible before. This is a new and cutting edge tool for the industry."

The impact scoring tool inside P-Cubed is based on public and proprietary datasets that rank companies around multiple ESG factors. Utilizing these datasets and other disclosures, Pathstone has developed a proprietary ESG scoring methodology which accounts for equities, fixed income, hedge funds and private equity.

"The publicly available datasets are a good starting point for traditional equities. But we've figured out a way to track the entire universe of strategies—at the manager level," explained Mark Peters, Managing Director and Chair of Pathstone's Impact Committee.

Pathstone's ESG scoring extends beyond the portfolios of ESG managers, and encompasses managers that do not consciously integrate ESG. Pathstone will use ESG scores of underlying companies, combined with the weight of such companies, to create an average ESG score. This score will be available as part of the P-Cubed reporting system.

"The vast benefits offered by P-Cubed are indicative of Pathstone's innovative culture," said Steve Braverman, co-CEO of Pathstone. "Innovative investment solutions coupled with traditional family office advice set the stage for our clients' generational success during an era of constant change." Pathstone is an independent, employee and family-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone's objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.


For a full overview of Pathstone's Portfolio Overview, click here.

This material and any opinions contained are those of Pathstone Federal Street (“Pathstone”) or derived from sources believed to be reliable. Their accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.