Socially Responsible Investing                               

The Loring, Wolcott & Coolidge Office began its socially responsible investment practice more than 20 years ago when Amy Domini joined the Office. Now named the Sustainability Group, we integrate sustainability issues with traditional analysis, enabling our clients to join the growing number of investors seeking to invest in companies that do business in a way that values people and the planet, as well as profits.

Our approach to socially responsible investing is threefold: Stock Selection, Shareholder Proxy Voting, and Community Development Investing.

Stock Selection and Standards

Through a thematic and long-term approach, our stock selection process focuses on high-quality growth companies that provide adequate diversification and meet a broad range of social criteria. We seek out companies that beneficially work to transform the way the world does business. Investment themes include: the rising costs of energy (both in dollars and in impact on the planet); growing scarcity of clean water; health care for an aging population; and emerging markets that have expanding middle class populations with changing needs and desires.

We seek out companies that show a strong commitment to issues such as good corporate governance, fair labor practices, employee diversity, and environmental impact. We also avoid investing in the manufacturers of alcohol, tobacco, gambling, nuclear power, and military weaponry.

Shareholder Proxy Voting

We use our standing as shareholders to communicate with companies on a variety of sustainability issues, ranging from environmental impact to fair labor standards in non-U.S. operations, encouraging companies to take appropriate actions.

Community Development Investing

We offer our clients the ability to invest in community development investments. These nontraditional investments have a high social impact by providing the necessary capital base for community development and microfinance institutions to make loans to traditionally underserved populations.

Visit our Sustainability Group website for more information.