The Royals + ESG Investing?

October 12, 2021

BSW Wealth Partners is always looking for ways to raise the bar in ESG Investing. Today we are excited to announce another step of advancements for the ESG, SRI, and Impact Investing space.  

BSW partners with what we believe are best-in-class managers, one of our partners is Ethic. Ethic creates personalized ESG solutions to help investors transition money toward companies that treat people and the planet with respect. The partnership with Ethic allows BSW to build custom portfolios with intentional and measurable ESG Reporting and Rating capabilities. 

BSW’s CEO, David Wolf, is lending his time and expertise as a founding board member of Ethic’s Client Advisory Council helping shape future strategy and ESG product development.

“The newly established Council comprises prominent voices from top wealth management firms, collectively representing more than $58 billion in assets, that partner with Ethic to offer custom sustainable investment portfolios.” 

Ethic

Each member of the Client Advisory Council has demonstrated an embracement of responsible wealth stewardship principles, seeking to create long-term value for clients and their families while supporting sustainable outcomes for the economy, the environment, and society.

Read the full press release.

In recent news, Prince Harry and Meghan, the Duchess of Sussex have joined Ethic as impact partners and investors.

“Harry and Meghan said they hoped that their involvement would help democratize investing, making people — especially younger people — more deliberate in their choices and conscious of investing in sustainable companies.”

Harry and Meghan Get into Finance – The New York Times

Read BSW’S recent blog on what we look for in ESG Managers. Our goal is to partner with managers, and firms who join us in our commitment to make life better for people and the planet and who believe, at their core, in what we are trying to accomplish. Investment managers like Ethic talk the talk and walk the walk.