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ESG Investing and Sustainability

Segal Marco Advisors has long promoted sustainable solutions in its work with clients.

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Sustainability is at the heart of how we work

We take great pride in our history as an organization, but we recognize that, to build upon that legacy, we must continue to support sustainable practices on behalf of our clients, our employees and the communities in which we live and work, as well as our planet.

ESG investing

We research and work with investment managers who can provide lasting results for clients without taking on too much risk.

In addition, we assist clients in developing portfolios in a way that considers their long-term prospects — not just current trends or performance.

Sustainability also means making sure that the managers we work with are evaluating Environmental, Social and Governance (ESG) factors in their processes — or understanding why they do not.

It is demonstrated in Segal Marco’s corporate governance services for clients, in which we engage companies on corporate governance and vote proxies on behalf of clients.

Sustainability at Segal Marco

But sustainability is not just something we think about for our clients — it is central to how we run our own business and how we treat our employees.

We believe that managing our firm in a sustainable way means:

  • Supporting employee development
  • Fostering a diverse workplace
  • Promoting workplace wellness initiatives

It also means we incorporate the following into the firm's decisions:

  • Environmental responsibility
  • Community engagement
  • Labor impact

Our sustainability initiatives

Segal Marco has undertaken a number of initiatives recently related to ESG and corporate sustainability. They include:

  • A corporate sustainability report that details Segal Marco’s commitment to these issues as a firm
  • A survey of asset managers we work with on their own firms’ ESG practices
  • Segal Marco Advisors has assembled a Working Group Committee for Diversity Investing. Their goal is to increase the allocation of Emerging/Diverse managers across client portfolios.

If you'd like to learn more about ESG investing at Segal Marco, get in touch

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