Socially Responsible Investing



Charter Advisory Group understands the mandate of both individual investors as well as foundations and endowments who are committed to constructing a portfolio that includes socially, sustainable, environmentally and morally responsible investments.  In the realm of Socially Responsible Investing (SRI) or Environmental, Social and Governance (ESG) oriented investing we meet the specific needs of investors by customizing portfolios to meet their mandate. It's what we refer to as "Strategically Responsible Investing".

Through our work with and support of SRI Forum, Charter develops and maintains a separate Approved List of SRI/ESG funds and managers.  Our research and due diligence can be used to help investors define and create their desired mandate. We help incorporate this mandate into the Investment Policy Statements of non-profit and charitable organizations (see "Foundations & Endowments") such as:

  • Educational institutions
  • Hospitals and human service centers
  • Professional associations
  • Cultural institutions
  • Religious institutions
  • Environmental, human rights, and animal welfare organizations
  • Private Charitable Foundations and Family Offices

With respect to Impact Investing and Venture Philanthropy, we can assist clients in identifying and assessing investment opportunities, as well as, structuring philanthropic strategies that help them pursue their desired impact investments while meeting their wealth and tax strategy requirements.  

Charter Advisory Group is a gold-star sponsor and a founding firm of SRI Forum which provides a platform to help define the necessary resources for families, foundations, endowments, not-for-profits and charitable organizations to achieve their SRI, ESG and impact investing goals.