First Fiduciary believes it is possible to generate returns without compromising a client’s environmental, social, and governance (ESG) investing goals. We work with our clients to develop plans that best align with their specific social and moral philosophies.
Identifying an investable universe. Our approach to building more ethical portfolios that reflect each client’s values begins with removing from consideration the companies that operate in ways that contrast with client goals.
Evaluating the ESG merits of potential investments. We consider industry-standard sustainability metrics and ESG rating agencies as well as our own proprietary research to evaluate each company in our portfolios.
