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.
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.
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:
It also means we incorporate the following into the firm's decisions:
Segal Marco has undertaken a number of initiatives recently related to ESG and corporate sustainability. They include:
If you'd like to learn more about ESG investing at Segal Marco, get in touch.
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