Sustainable investing
Our strategies for sustainable investing enable us to build portfolios that not only reflect your personal values but also aim for competitive returns adjusted for risk.
Our clients are inherently forward-thinking and dedicated to making a positive impact on the world.
Their concerns include environmental protection, fostering a more equitable society, and improving corporate conduct standards.
Many of the individuals and families we work with are mindful of issues like climate change, the depletion of natural resources, loss of biodiversity, supply chain ethics, and human rights in their consumer choices. In their business and philanthropic endeavors, they are investing in innovations aimed at tackling some of the world’s most pressing challenges.
Aligned with the ethos of Galleon Wealth Management and Global Advisers, many of our clients share the belief that capital can be a powerful tool for positive change. This involves adopting investment strategies that integrate sustainability principles.
Our clients are leveraging their investor influence to demand greater transparency in corporate practices and impacts, as well as improved governance and risk management.
They are also increasingly recognizing the additional benefits of sustainable investing, such as comprehensive risk management, access to a diverse range of opportunities, and the potential for returns.
How we serve you
We start by gaining a comprehensive understanding of your sustainability objectives and preferences, and then align these with investments that match your risk and return profile.
Our extensive Impact Lab platform offers sustainable investment opportunities across all asset classes. Galleon caters to clients who prefer discretionary management of their investments, addressing specific risk profiles and thematic interests like renewable energy or clean water.
Additionally, we facilitate access to investments such as green and social bonds, which have a clearly defined purpose for the funds raised.
For those interested in thematic investments, we can integrate this focus by adding an opportunistic/thematic element to either a traditional core portfolio or one predominantly managed by environmental, social, and governance (ESG) focused managers.
Institutional-Caliber Analytics
To assist in crafting your sustainable portfolios, we provide access to institutional-grade analytics. Our Impact Lab provides specialized tools to offer insights into the sustainability aspects of individual securities and managed strategies. These tools analyze factors such as ESG risks, involvement in desirable or controversial themes, and the corporate carbon footprint.
We are equipped to offer these insights for all your holdings, both with Galleon and elsewhere.
Our Culture of Sustainability
Galleon has long been a proponent of sustainability and inclusive practices, both within the financial industry and in the wider society.
We start by gaining a comprehensive understanding of your sustainability objectives and preferences, and then align these with investments that match your risk and return profile.
Our extensive Impact Lab platform offers sustainable investment opportunities across all asset classes. Galleon caters to clients who prefer discretionary management of their investments, addressing specific risk profiles and thematic interests like renewable energy or clean water.
Additionally, we facilitate access to investments such as green and social bonds, which have a clearly defined purpose for the funds raised.
For those interested in thematic investments, we can integrate this focus by adding an opportunistic/thematic element to either a traditional core portfolio or one predominantly managed by environmental, social, and governance (ESG) focused managers.
Institutional-Caliber Analytics
To assist in crafting your sustainable portfolios, we provide access to institutional-grade analytics. Our Impact Lab provides specialized tools to offer insights into the sustainability aspects of individual securities and managed strategies. These tools analyze factors such as ESG risks, involvement in desirable or controversial themes, and the corporate carbon footprint.
We are equipped to offer these insights for all your holdings, both with Galleon and elsewhere.
Our Culture of Sustainability
Galleon has long been a proponent of sustainability and inclusive practices, both within the financial industry and in the wider society.
