Creating better outcomes for investors isn't just financial, it also means taking care of our communities and the planet.
As fiduciaries, deMAURIAC keeps your best interest at the center of our business. We put your needs first to help you achieve your financial goals through diversified investments. That's why we also provide clients with the option to systematically integrate environmental, social and governance information across a range of equity and income investment strategies in a values-based approach to investing.
Building Sustainable Portfolios
What We can Avoid
We can assist you in avoiding investment in products such as firearms, predatory lending, tobacco, companies that produce landmines or other controversial weapons.
Air and water pollution disproportionately affect Black, Latinx, and Indigenous communities, and exposure to it is linked to higher mortality rates, especially in areas like Cancer Alley in Louisiana. We can assist you in avoiding investment in companies that generate toxic air and water pollution and those that have wasteful practices that are detrimental to the environment.
We can assist you in aiming to track companies that do not own fossil fuel reserves.
What We can Invest In
We look for companies that engage with their workforce to ensure safe working conditions. We also seek out companies that are actively working toward diversity and inclusion in the workplace through equalizing pay gaps and through employment initiatives to improve recruitment and retention of diverse employees, as well as representation in board rooms and in executive leadership. We are also working with fund managers and asking them to integrate a more diligent lens into their investment processes to include gender, race and environmental considerations.
Our portfolios seek to provide exposure to companies that demonstrate greater gender diversity within senior leadership. We focus on companies with the highest levels within their sectors of senior leadership gender diversity.
We assist clients in helping to fund infrastructure projects with direct environmental benefits through exposure to investment grade global green bonds, where the use of proceeds are directly tied to promote climate or other sustainability causes through independent evaluation. We invest in funds that pursue a measurable environmental impact: some of the funds we invest in specifically select companies based on carbon foot print using a 5-level screening process to put emphasis on firms that are not only socially responsible and meet ESG guidelines, but also have strong operational efficiency against less sustainable peers.
What is ESG Integration?
ESG integration is about using research and insights about company environmental, social and governance in addition to financial factors to inform investment decisions. This ensures that the decisions we make on what to invest in are data driven and not just based on sentiment or personal values.
We prefer to invest in companies with better or improving ESG profiles relative to sector peers, investing with the intent to generate measurable positive social and environmental benefits with an eye on future thinking, rather than reactionary response to change. We are always looking at new ways in which we can create more meaningful impact in meeting the needs of our clients.
Covers themes such as climate risks, natural resources scarcity, pollution and waste, and environmental opportunities
Includes labor issues and product liability, risks such as data security, and stakeholder opposition
Encompasses items relating to corporate governance and behavior such as board quality and effectiveness
WHAT WILL YOU DO NEXT?
You can find out if your current investments are aligned with your own values, including any social justice and environmental sustainability goals you may have, by connecting with us. As a part of your initial discovery visit, we can analyze any existing portfolios for you.