Investment Advice
Sustainable and Impact Investing
Values and investment discipline can be considered together through a mandate that defines priorities, acceptable tradeoffs, and measurable portfolio objectives.
Explore ↓Our Perspective
Translate Priorities Into Investment Criteria
Sustainable investing encompasses distinct approaches with different objectives. Galleon works with clients to distinguish personal preferences from portfolio constraints, identify the issues that matter most, and determine how those priorities should influence security selection, manager evaluation, diversification, and performance expectations.
Capabilities
Four Ways to Express an Investment Mandate
Exclusions
Limit or eliminate exposure to industries, business activities, or issuers that conflict with explicitly defined client criteria.
ESG Integration
Consider financially material environmental, social, and governance factors as part of conventional investment analysis and risk assessment.
Thematic Investing
Allocate capital to themes such as energy transition, water, infrastructure, health, or inclusive economic development when supported by a sound investment case.
Impact Orientation
Evaluate strategies that intentionally seek identifiable environmental or social outcomes alongside financial return.
Our Approach
Clarity About Intent and Evidence
Labels are not sufficient. The process examines methodology, holdings, stewardship practices, reporting quality, fees, and the consistency between a strategy’s stated objective and its actual portfolio. The result is an approach grounded in the client’s priorities and the economic merits of each investment.
- 01Define priorities
- 02Choose an approach
- 03Evaluate investments
- 04Measure alignment
A More Complete View
Bring the Full Financial Picture Into Focus.
Important information: Sustainable and impact labels are not standardized and do not assure specific financial or nonfinancial results. All investing involves risk, including loss of principal.
