A material impact area for our clients
Help our investor clients articulate and realize their vision for philanthropy, sustainable investing, and wealth-based planning, while leveraging Seedvest resources to support broader education and awareness around sustainable investing.
As an advisor to private business owners, individual families, and endowments and foundations, Seedvest focuses on helping clients achieve sustainable outcomes as they deploy their resources to influence the issues important to them. We believe that ESG investing does not mean investors sacrifice returns, and values must drive a client’s socially responsible investment plan. Now, more than ever, values, definitions, and goals related to sustainable investing are a focus for many clients, but also highly personal. Since there’s no one-size-fits-all solution, we view sustainable investing not as a product, but as an approach.
To help clients navigate these complex decisions, Seedvest starts each relationship with a robust conversation about each client’s values and objectives. We then use those values as our guiding principles, advising our clients in their pursuit of thriving families, sustainable portfolios, and impactful philanthropy – according to their definition of success. We are committed to the evaluation of ESG factors as part of our investment research process in order to help us effectively assess the long-term sustainability and durability of our companies.
We seek to be owners of high-quality sustainable companies that can generate superior long-term returns. Our managers look for businesses that can ‘do well’ by focusing on robust ESG practices that allow them to ‘do good’ for all stakeholders.
PRI
Seedvest Investment Management became a signatory in 2020.
100 %
of third-party managers evaluated against ESG criteria in annual reviews
33 %
of new Capital Partners investments in companies are substantially owned or led by a woman or BIPOC