Socially Responsible Investing

Where You Invest Matters

We believe where you invest matters. By offering investment solutions which generate a positive financial return and contribute to the long-term health of our communities, we are activating our shared vision for more vibrant places to live, work and raise our families.  With the experience and expertise of a team of purpose-driven financial wellness professionals, Berkshire Wealth Management is committed to providing clients with investment, planning, education, and philanthropic resources to align your passion and purpose with financial performance.
 
What is Socially Responsible Investing?
Socially responsible investing (SRI) is an investment strategy that aims to generate both financial returns and positive social and environmental impacts. Socially responsible investments can include companies making a positive social or environmental change, such as a bank, renewable energy company, or technology provider and exclude those making a negative impact. Clients can leverage these unique portfolios to drive financial returns and change the world all while enabling you to be more engaged advocates for driving positive societal change. Studies have also shown that Environmental, Social and Governance (ESG) factors can be lead indicators to potential risks. Organizations that more effectively manage and mitigate these ESG risks can generate high-returns and longer-term outperformance, ultimately benefiting you, our clients as well as our communities and world. Socially Responsible Investing has seen record growth in recent years, with global assets rising to more than $2.24 trillion as both instititutional, and individual, investor interest continues to rise. Measuring a portfolio’s impact, and ensuring that holdings align with investor objectives, however, has become increasingly challenging as the space has grown.

Berkshire’s Approach
Berkshire Bank Wealth Management’s  Socially Responsible Investing Portfolios are constructed to maximize impact through an extensive due diligence process that leverages multiple ESG data aggregators, alongside proprietary research and company engagement. This is consistent with Berkshire's own Responsible & Sustainable Business Policy, which governs its business activities. Berkshire constructed the portfolios to include mission-aligned companies with solid track records across ESG metrics and strong fundamental attributes that positively contribute to the long-term sustainability of communities. This is consistent with Berkshire's own Responsible & Sustainable Business Policy, which governs its business activities. Berkshire constructed the portfolios to include values and mission-aligned companies with solid track records across ESG metrics and that positively contribute to the long-term sustainability of our communities. Berkshire Wealth Management has key positions within the group focused on our suite of socially and environmentally responsible investment solutions as well as enhancing financial planning and educational offerings. Our suite of socially responsible investing portfolios also addresses topics of interest to personal and institutional clients such as climate change, women and wellness, and non-profit growth strategies.

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NOT FDIC INSURED ARE NOT GUARANTEED MAY LOSE VALUE
ARE NOT DEPOSITS ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ARE NOT A CONDITION TO ANY BANKING SERVICE OR ACTIVITY

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