Our Commitment to Sustainability
Sustainability is a promise we make to the long-term future of our clients, our employees, and the world around us.
Sustainability is more than an investment objective, it is a core value of our firm. We meet the challenges of the 21st century just as we have met those of the past 140 years: with integrity, leadership and a wide range of thoughtful and innovative solutions designed to deliver the best outcomes for our clients today and in future generations.
Sustainable Investing Approach
Generating attractive returns while improving lives
We believe that considering Environmental, Social, and Governance (ESG) factors in the investment decision-making process can enhance performance while also improving lives. We therefore examine ESG factors in our investment decisions while also offering a range of proactive sustainable investing options
Corporate Governance & Ownership
Incentives built around our clients’ best interests.
As a private firm—owned by clients, current and former employees, directors and founding families—our stable ownership structure has served clients across generations and has earned us a 98% average annual client retention rate for more than a decade. We’re governed by an independent board of directors and audited annually by an independent auditor and frequently by regulators.
Diversity, Equity & Inclusion
Focused on continuous improvement.
We recognize the importance of fostering an environment that promotes diversity, equity, and inclusion (DEI). While we have made meaningful progress, we recognize we need to continue to work ahead and therefore have DEI-focused initiatives underway in hiring and promotion, education, volunteerism, and several other areas.
Environmental Impact
Reducing our carbon footprint.
Our concern about the impact of human activity on the planet drives our initiatives to reduce our firm’s environmental footprint. Our Boston office is in a top-rated Platinum LEED™ certified building and we reduced our annual paper consumption by over one million sheets by streamlining and automating processes, and providing clients with greater online access to information.
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Sustainable Investing and Trusts
Choosing the Best Charitable Giving Approach
