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Building Socially Responsible Portfolios

Gerstein Fisher is committed to helping individuals make confident decisions about their financial lives and feel comfortable in their investment strategies. For certain investors, this also means helping them understand how environmental, social, and governance (ESG) factors can play an important and positive role in their portfolios.

We are living at a time of increasing global complexity, in both the financial markets and in terms of social and political concerns. With issues as diverse as global warming, government oppression, and unfair employment practices making headlines, many investors have a desire to see their investment portfolios reflect their personal values. Socially responsible investing (SRI) is a fast-growing field of investment management. Gerstein Fisher is pleased to offer our clients a cost-competitive, highly customizable equity strategy that con incorporate a wide range of SRI screens while integrating seamlessly with the rest of a diversified portfolio.

For over a decade, Gerstein Fisher has offered quantitative, tax-managed individual equity strategies to our clients. The same processes and technology that allow us to manage an investor’s risk factor exposures compared to a benchmark in a tax-managed strategy can be applied to building an SRI portfolio. The Gerstein Fisher Socially Responsible Equity Strategy allows clients to customize their portfolios based on their beliefs while not compromising their core investment objectives. Our process begins with a detailed discussion with clients to review their specific SRI considerations and ensure that clients are fully comfortable with both how those criteria will be applied to the portfolio as well as the role their SRI equity portfolio will play in their overall asset allocation.

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