Designing meaningful portfolios for a transforming world
Glenmede formally launched its dedicated Sustainable & Impact Investing group in 2014 due to a recognition of the growing importance of environmental, social and governance issues in investment portfolios.
Through a team of dedicated specialists, we partner with you to build customized sustainable and impact-aligned portfolios. We can employ environmental, social and governance (ESG) information throughout the investment process in an effort to:
mitigate risk,
capture growth,
and align investments with values focused on future generations.
Winner: Investment Advice or Service Provision (Americas)
Throughout the investment process, we seek to deliver long-term sustainable prosperity and competitive risk-adjusted returns through socially responsible investing.
Investment Capabilities
Our public and private markets investment strategies span across four distinct ESG investment approaches.
In addition to reporting on investment performance, we measure and articulate your portfolio’s environmental or societal impact.
Explicit consideration of material ESG factors in the traditional investment decision-making process.
Mandated
Using ESG screens to avoid companies with poor ESG criteria and/or tilt toward companies with strong ESG characteristics.
Thematic
Dual goal to achieve measurable environmental or social impact and market-rate returns.
Concessionary High Impact
Primary goal to achieve measurable environmental or social impact while willing to sacrifice returns to do so.
Our Philosophy
Throughout the investment process, we seek to deliver long-term sustainable prosperity and competitive risk-adjusted returns through socially responsible investing.
Investment Capabilities
Our public and private markets investment strategies span across four distinct ESG investment approaches.
In addition to reporting on investment performance, we measure and articulate your portfolio’s environmental or societal impact.
Investing for DE&I extends past referring to point-in-time demographics. We seek to build portfolios that account for financially material risks and opportunities created by DE&I in historically marginalized communities.
Investment Capabilities:
Our customized portfolios focus on racial and gender equity, as well as the rights of the LGBTQ+, disabled and veteran communities.
We measure and articulate the DE&I related impact outcomes of your portfolio.
Investing for DE&I extends past referring to point-in-time demographics. We seek to build portfolios that account for financially material risks and opportunities created by DE&I in historically marginalized communities.
Investment Capabilities:
Our customized portfolios focus on racial and gender equity, as well as the rights of the LGBTQ+, disabled and veteran communities.
We measure and articulate the DE&I related impact outcomes of your portfolio.
Our investment portfolios seek to empower people through improved access to healthcare, inclusive financial products, safe and thriving neighborhoods and quality education.
Investment Capabilities:
With the ability to invest across asset classes, we build portfolios that target social inequities including health and wellness, affordable housing, financial inclusion and education.
We measure and articulate the tangible impact created by your portfolios to empower and address inequities.
Our investment portfolios seek to empower people through improved access to healthcare, inclusive financial products, safe and thriving neighborhoods and quality education.
Investment Capabilities:
With the ability to invest across asset classes, we build portfolios that target social inequities including health and wellness, affordable housing, financial inclusion and education.
We measure and articulate the tangible impact created by your portfolios to empower and address inequities.
Talk to our Sustainable & Impact Investing team to align your investment portfolio with your values.
The Glenmede Trust Company was founded in 1956 for one purpose – to serve in perpetuity as Trustee and Administrator of The Pew Memorial Trust, the initial funding source for the nonprofit now known as The Pew Charitable Trusts.
Sustainable investing takes into account environmental, social and governance (ESG) factors alongside financial metrics in investment decisions. It seeks to generate both financial returns and positive societal impact by addressing issues like climate change, human rights and corporate governance. This responsible investment approach aims to manage risk, generate long-term returns and contribute to societal good.
What is the difference between ESG and impact investing?
ESG investing incorporates environmental, social and governance factors into investment decisions to manage risk and generate sustainable returns. Impact investing, however, specifically targets investments that yield both financial returns and measurable social or environmental benefits. While ESG principles can be broadly applied to investment portfolios, impact investments are often more targeted toward specific social or environmental goals.