“We’re a Responsible Investing leader that individuals, advisors, and institutions rely on for competitive returns and measurable impact.”
We believe that most corporations deliver benefits to society, through their products and services, creation of jobs, payment of taxes, and the sum of their behaviors. As a responsible partner, Partfield seeks to invest in companies and other issuers that provide positive leadership in the areas of their business operations and overall activities that are material to improving long-term shareholder value and societal outcomes.
It makes sense that some investors try to align their investments with the values and social ideals that shape their worldview. The way you live, the career you choose, and the people you care about align with your personal values; shouldn’t your investments do the same? Socially responsible investing (SRI) is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact—e.g., companies that profit from poor labor standards or environmental devastation—while increasing exposure to companies that are deemed to have a positive social impact—e.g., companies that foster inclusive workplaces or commit to environmentally sustainable practices.
Partfield SRI portfolio strategy aims to maintain the diversified, low-fee approach of Partfield’s Core portfolio while increasing investments in companies that meet SRI criteria. Partfield has constructed three SRI portfolios, each with a different focus within the realm of Environmental, Social, and Governance (ESG) investing. Partfield’s Broad Impact portfolio offers increased exposure to companies that rank highly on all ESG criteria equally, while Partfield’s Climate and Social Impact portfolios focus on increasing exposure to companies with a positive impact on a specific subset of ESG criteria. Diversification and controlled costs are investing fundamentals that all investors—SRI or not—deserve. They’re principles that live at the heart of fiduciary advice. The only reason other SRI solutions settle for higher costs and less diversification is because the industry isn’t challenged to offer something better. We at Partfield believe we can create a future that does not ask SRI investors to choose. We are committed to achieving more socially responsible investing through our research over time and are tracking the availability of better vehicles for these purposes.
WHAT YOU GET WHEN YOU INVEST WITH US
Strategy built on Nobel Prize-winning research to help you earn better returns.
Investments diversified across the globe to benefit from multiple markets.
Low cost with no additional fees, and expense ratios well below industry average.
Personalized digital advice on how to invest based on your goal.
Here's What Easy Looks Like:
How much you want to invest, why you're investing, and your preferred timing.
Get started with an investing goal or general investing account and make your first deposit.