Berkshire Bank is a full-service financial institution with branches in CT, MA, NY and other parts of the Northeast.
Sustainable Investing
Chart your financial course with our specialized sustainable investing approach.
Where You Invest Matters.
Berkshire Bank aligns your portfolio with what matters most to you. We can create a positive impact while contributing to your long-term financial wellness.
Approach
Our starting point? It’s you. We look to identify both financial and non-financial goals that you’re hoping to achieve. Whether you are investing for your own future or for generations to come, exploring your long-term vision helps us chart your financial path.
Once we understand what matters most to you, we’ll explore which of our tailored sustainable investing portfolios are the best fit. These portfolios are constructed to maximize impact and deliver competitive returns.
They include mission-aligned companies with fundamentally strong track records across metrics that contribute to the long-term sustainability of communities and the health of the company.
Offering
Berkshire Bank Wealth Management offers a comprehensive sustainable investment platform with proprietary single-stock and bond selections, as well as third-party funds.
Our research starts with a financial assessment, which is further supplemented with broader qualitative and quantitative factors that help mitigate risk in the portfolio. This includes data that tells us how companies are positioned to perform through a focus on long-term sustainable growth, ultimately benefiting investors, our communities and the planet.
The factors we explore give us insight into topics that have significant impact on a company and the world as a whole.
Environment
Human health and product lifecycle management, carbon emissions, biodiversity
Governance
Mission, vision, and values, strategic plan, ethical practices, board composition, accounting standards, risk management
Social
Safety and quality, diversity practices, community outreach
Why choose Berkshire Bank
Personalized service, tailored solutions and trusted advice
Flexible and convenient solutions to simplify the banking experience
Responsive, dedicated relationship management
Industry-leading experts help you navigate your financial journey
Local decision-makers know what’s important to you and your community
Who we serve.
| Are not FDIC insured | Are not deposits | May lose value |