Reports | October 29, 2021

2021 Corporate Sustainability Report

At Segal Marco Advisors, sustainability is an intrinsic part of who we are. This sustainability report is our second annual review of our way of looking at ourselves, the work we provide to our clients and our community.

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Sustainability at Segal Marco

Despite the many challenges of 2020 amid a global pandemic, Segal Marco made tremendous strides in our continuing efforts to manage our organization in a sustainable way. Importantly, we also took this opportunity to focus additional attention on the health and well-being of our most important asset: our people.

Diversity, Equity and Inclusion

We are extremely proud of a number of actions to increase our longstanding focus on supporting Diversity, Equity and Inclusion (DEI) many of which are included in this report.

DEI is a priority in our recruiting.

The business relationships we establish for servicing our clients are another reflection of our commitment to equal opportunity and diversity.

As part of Segal Marco’s commitment to incorporating DEI into all aspects of our work, we continue to develop our expertise and breadth in emerging and minority-owned managers.

Sustainable investing

Segal Marco has long promoted sustainable solutions in its work with clients. We research and identify investment managers who can provide lasting results for clients while taking on acceptable levels of risk. In addition, we assist clients in developing portfolios in a way that considers and supports their long-term goals — not just current trends or performance.

As the importance of environmental, social and governance (ESG) investing has come to the forefront for many investors, our deep expertise in providing sustainable solutions for clients has never been more critical.

Having an ESG focus has been an important part of our research team’s work for many years. We have integrated ESG evaluation into our manager due-diligence process, and our analyst team has considered a firm’s commitment to ESG principles in manager recommendation proposals since the early days of the establishment of these concepts.

Segal Marco’s Proxy Voting and Corporate Governance Practice has a long history of weighing in on ESG issues.

Our commitment to sustainability

We continue to believe that sustainable practices are ones that will be most beneficial to our employees, our firm and the communities we live in.

Do you have questions about sustainability at Segal Marco?

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Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Segal Marco Advisors’ R2 Blog and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

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