Impact Investing

A sophisticated approach to making a difference

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    Environmental

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    Social

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    Governance

ESG has become one of the most important measurements of impact investing. However, over the years, basic ESG evaluation methods has come under scrutiny, with underperformance being the most obvious problem. Our methodology enhances ESG by adding two critical components (and several sub-components) to the method in order to produce more specific results. ESGPE focuses on Environmental, Social, Governance, Political and Economic factors of investing in companies that demonstrate a real impact.

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    Political

    Global politics plays a vital role in how companies operate.

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    Economics

    The interaction between the global economy and politics often affects social and environmental issues.

Political and Economic Factors

Our research demonstrates that political and economic factors cannot be overlooked or dismissed when evaluating the viability of a potential investment in the environmental space.

The global political-economy is a powerful and driving force that has a significant impact on corporate governance, social policies and the allocation of funds towards such policies, and subsequently, the environmental en large.

When we evaluate companies, we include political and economic factors. The result is a methodology that produces a highly vetted group of publicly traded equity and fixed income securities that meet a higher-than-average standard far beyond basic ESG.

Through our Green Portfolios, we help our clients that are interested in putting their hard-earned investment capital to work in a socially and ethically responsible manner. For impact investors, it’s not enough just to earn a profit—they seek the double-bottom line.
Not only do they measure investment performance by total annual return, but also by the impact that the companies in which they have invested are able to positively affect the communities in which they operate, and the environment on a much larger scale.

When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset

Your Galleon Financial Adviser provides you with an exceptional level of service and the insights and resources needed to help you achieve your goals.

Sustainable Investing allows you to invest in a manner that is consistent with your values. Whether you care about a cause, driving social change, the environment and climate change, or how a company or country conducts itself globally, you can make a difference through impact investing.

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Exclude

You can easily exclude companies do not meet certain standards of behavior, produce products that you deem harmful to society, or those that don’t reflect your values in many other areas.

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Include

Use Galleon’s powerful core account platform to include companies into your portfolio that reflect your values as it pertains to the environment, social issues, or other factors.

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Make an Impact

Make a real and measurable impact in the world, on the environment, and in your local community based on your values, ethics, moral compass, and core beliefs.

InvestAlytics

InvestAlytics

What is InvestAlytics?

Behind every great algorithm lies a person or group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our Sustainable Investing clients.

visit InvestAlytics to learn more

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.