Sustainable and 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.

Details

Our Sustainable and Responsible Investing (SRI) team seeks to provide best-in-class investment options and other solutions that are mindful 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.
Shareholder advocacy solutions are available for those interested in engaging corporate management and boards of directors on environmental, social and governance (ESG) issues.
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 objectives are integrated with your wealth management goals to provide a customized, holistic approach to investing.

Sustainable and Responsible Investing: Aligning Your Values With Your Portfolio

Lisa Kitchin, CFP®, Wealth Manager
First Republic Investment Management

The traditional model of philanthropy created a wall of separation between the drive to make money and the desire to do good in the world
Why Measuring Social Impact Is Good for Business

Anne Field, Contributor
Forbes
For social entrepreneurs, impact investors are a crucial source of funding.

Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Our professionals welcome the opportunity to develop a customized wealth management solution.