Socially Responsible Investing
In alignment with Berkshire’s commitment to social responsibility, equity and accessibility for its communities, Berkshire Wealth Management does not require a minimum amount of assets, which is differentiated in the industry.
Socially Responsible Investing (SRI) has seen record growth in recent years, with global assets rising 42% between 2018-2020 according to US SIF.
Analyzing Environmental, Social and Governance (ESG) factors through the investment process can help Portfolio Managers identify potential business and financial risks.
Organizations that more effectively manage and mitigate these ESG risks can outperform their peers through a focus on long-term sustainable growth, ultimately benefiting investors, our communities, and the planet.
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. In addition, Berkshire built 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. These components are consistent with Berkshire's own Responsible & Sustainable Business Policy, which governs its business activities.
Example of Factors Considered
Our approach is customizable for individual, institutional and non-profit clients. If you’re ready to redirect the impact of your investments, call us today.
Stephen Crowley, VP, Relationship Manager; [email protected], 508.986.3191
Karen Heston, VP, Portfolio Manager; [email protected], 802.549.6018
Tammy Zaiko, VP, Relationship Manager; [email protected], 518.804.3820
Connecticut, Rhode Island, and Other
Travis Lane, VP, Portfolio Manager; [email protected], 860.298.2055