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Fidelity Charitable Features Pathstone Among Sustainable and Impact Investing Advisor Firms

Pathstone

Background

  • Active in ESG and impact investing since 2004
  • ESG integrated across organization
  • Dedicated ESG team Impact Investing Services

Impact Investing Services

  • Builds customized portfolios based on clients’ needs and across public and private asset classes
  • Provides clients with ESG research and trends reporting
  • Proprietary P-Cubed platform

Sectors and areas of focus

Expertise with SRI/ESG strategies, shareholder advocacy, and community development

Background

Pathstone is an independent advisory firm built for clients and powered by innovation. Inclusive of legacy organizations, it has been providing investment advisory services, and has helped clients align their investments with their values, for over 25 years. Pathstone serves three distinct client segments: families and individuals, family offices and select institutions. Its culture of innovation is built on the timeless foundation of family office service. The team strives to provide the ultimate client experience in an era of constant and disruptive change.

Pathstone is not only among the leading advisors for social and mission-related investing, but also an established and recognized thought leader at the industry level, with many of its advisors having more than two decades of experience advising and researching environmental, social and governance (ESG) and impact investing strategies. The firm’s commitment to this space runs deep and wide, and is reflected in its fast growth—it has nearly doubled investments in this area in recent years. Pathstone continues to dedicate significant resources to provide clients with creative solutions and help them best align their investments with their values and their mission.

Pathstone’s ESG and impact investing efforts are embedded within and across the organization. Nearly every advisor has experience working with portfolios that incorporate ESG factors. They also have a dedicated Impact Committee that serves as a resource for advisors who are delivering creative solutions to help meet their clients’ individual needs in the space. In addition, Pathstone’s senior leadership views ESG investing as a core focus of the firm’s business, and is deeply invested in ensuring its success. The firm is putting tremendous resources into the space, as evidenced by the development of an innovative investment platform—Pathstone Portfolio Platform(P-Cubed)—that offers a lower overall cost structure, while incorporating proxy voting, shareholder engagement, and a comprehensive ESG scoring framework.

Impact investing services

Pathstone’s mission is to craft custom solutions to help clients meet their goals and objectives. For clients that have a keen interest in aligning their investments with their values, Pathstone offers a complete portfolio solution that is able to incorporate ESG alignment within public equity and fixed income, private equity and credit, and hedged equity and credit.

ESG and impact investing is also fully integrated into Pathstone’s client service. During quarterly reviews advisors will not only review performance and impact, but will also provide perspective on new opportunities and the overall ESG landscape. Additionally, Pathstone regularly releases informative communications specific to ESG and impact investing. These include the quarterly Sustainable Investing Highlights which provide ESG clients with insight into the performance and impact of current ESG strategies, new opportunities, and progress and developments made in the ESG and impact space as a whole, and the Annual Impact Report which provides an in-depth look into the progress, developments, and overall impact of our ESG strategies.

Pathstone’s impact investing capabilities are also incorporated into the Pathstone Portfolio Platform (P-Cubed), which is a proprietary investment execution methodology that allows investors to hold diverse investments with customization in a single account. P-Cubed combines rigorous manager selection with the ability to achieve meaningful impact and the transparency provided by proprietary ESG scoring. P-Cubed provides clients with solutions across: ESG Management & Value Alignment, ESG Directed Proxy Voting, Shareholder Engagement, and Multi-Tiered All-Encompassing Reporting. In fact, Pathstone’s sophisticated reporting system incorporates ESG scoring at the manager and benchmark levels, and does so across the portfolio in order to help clients understand how their holdings are measured. In addition to reviewing individual investment strategies at the granular portfolio level, Pathstone also measures intentionality at the manager level by surveying each investment firm as to their intentions, their actions, and their measurement of impact and ESG. Pathstone’s unique proprietary ESG scoring methodology accounts for equities, fixed income, hedge funds and private equity.

Click to view the Sustainable and Impact Investing Advisor Firms list.

Firms included in this list meet the below criteria:
• Dedicated sustainable and impact investing practice for families and individuals
• Participation in a sustainable and impact investing association
• Participation in the Fidelity Charitable Investment Advisor Program and a track record of working with Fidelity Charitable

Inclusion on this list is not an endorsement or a guarantee of investment success, nor is it a representation of any client’s experience.