Socially Responsible Investing

What matters to you, matters to us. At First Republic we can help you design a portfolio to align your investments with your values.


  • Our Environmental, Social, and Governance (ESG) team seeks to provide best-in-class solutions across all asset classes to meet you or your organization’s unique SRI needs.
  • The ESG team evaluates company performance on an array of factors including resource and waste management, carbon emissions policy, opportunities in clean technology, workplace health and safety, employee benefits, factory conditions, product quality and safety, and board diversification.
  • Business involvement screening allows us to evaluate portfolio companies’ involvement in areas such as alcohol, tobacco, gambling, weapons, fossil fuels, and genetically modified foods.
  • SRI and ESG objectives are integrated with your wealth management goals to provide a customized, holistic approach to investing.