The new platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact
(PRUnderground) March 14th, 2023
Robertson Beck, an advisor-owned financial services company serving high-net-worth individuals and institutional clients, today announced the launch of a new investment platform designed to help clients align their financial goals and their personal values. The Global Responsible Movement Investing Platform offers clients and Financial Advisors a broad range of investment options.
The concept of integrating social and environmental impact into investment decisions is not new, but its growing importance has led to a greater opportunity set for investors who want to be present in the global responsible movement. “This is an important initiative for Robertson Beck. We hear frequently from clients and Financial Advisors about the importance of integrating sustainability themes into their investment portfolios. Through the Global Responsible Movement Investing Platform, Robertson Beck is able to offer our clients an action-oriented approach to combine financial returns and their personal values,” said Eric Teng, Chief Executive Officer at Robertson Beck.
After being launched, the Global Responsible Movement Investing Platform will offer clients access to many opportunities spanning public and private market products through their Financial Advisors. This is the first phase of Robertson Beck’s focused effort to meet investors’ desire for investment opportunities that center on positive social and environmental impact, without sacrificing financial performance potential.
“Our goal is to build this into a robust offering to meet our clients’ needs, regardless of their impact priorities or what their portfolio fit might require,” said Emily Fa, Head of Client Solutions at Robertson Beck. “We believe investments targeting positive environmental and social impact should be available to all investors from individuals to large scale institutions, and we look forward to continuing to broaden the reach.”
About Robertson Beck
Robertson-Beck.com is an advisor-owned financial services company serving high-net-worth individuals and institutional clients. Robertson Beck strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, including institutions, corporations, and wealthy individuals. Our advisors are experienced professionals with large and established advisory practices. Fully supported by an industry-leading infrastructure and never beholden to sales quotas, Robertson Beck advisors have proven track records and the shared goal of putting clients first. We are part of a true partnership in the business of providing trustworthy advice to our clients.
The post Robertson Beck Announces the Launch of Global Responsible Movement Investing Platform first appeared on PRUnderground.
Original Press Release.