sri investing

experienced by any measure

Our Approach

Sustainability is an integral part of all of Choate Investment Advisors’ strategies because we are long term investors. We invest in industries that will benefit from long term trends such as population growth, an emerging middle class and rapid urbanization, but also consider the effects on global resources. As fiduciaries, it is our responsibility to consider risks holistically and incorporate environmental, social, and governance (ESG) measures across all our portfolios.

We think climate change is the most important theme for long term investors and have designed a strategy specifically around the risks and opportunities of climate change, incorporating three elements:

Diversified low-carbon core

  • Minimize fossil fuel exposure to reduce carbon risk.

Targeted growth opportunities

  • Focus on global solutions to combatting climate change. We invest in alternative energy companies, leading energy efficiency firms, enterprises husbanding our water resources and other businesses that sell sustainability solutions.

Protection from climate stress risks

  • Mitigate the impact of increased weather-related events, conflicts over increasingly scarce resources, and rising health costs associated with climate change.

We can further tailor our climate change portfolio for clients who wish to pursue a broader mandate for social engagement.  Our  portfolios incorporate a broad range of sustainable, responsible, and impact investments to match investor values. We apply these strategies across bonds, global stocks, and alternative investments, including local community investments.