ESG/SRI

Today, Environmental, Social, and Governance (“ESG”), Socially Responsible Investing (“SRI”), Impact Investing (“II”), and Mission-Related Investing (“MRI”) are increasingly becoming important topics amongst many organizations. There are numerous ways to integrate these principles into your portfolio’s investment process. Having assisted clients with ESG/SRI/II/MRI programs since the late 1990s, we help formalize and implement a customized approach that aligns with your unique values, needs and goals. Whether it is incorporating a specific faith’s beliefs or principles into a portfolio, encouraging hedge fund and private capital managers to provide mission-focused strategies, or reviewing community and mission-based investments, LCG has the expertise and capabilities to assist you. LCG’s ESG/SRI/II/MRI services include:

  • ESG/SRI/II/MRI policy development
  • Education/board training
  • Thematic investment strategy/manager search
  • ESG/SRI/II/MRI exclusionary or negative screens
  • Customized performance reporting

LCG regularly speaks at and attends industry conferences that are focused on current ESG/SRI/II/MRI issues, including being a member of the Interfaith Center on Corporate Responsibility.