Sustainability Investing, Green Investing, Socially Responsible Investing, Whats Going On Here?
I hope, through my comments to encourage each family office to develop expertise in the responsible investment field and to encourage family members who show an interest to pursue it. Ill define terms, address the scope, review performance, assess fiduciary issues and argue that most especially, family offices need to understand this approach. The unique aspect of family office management is the focus on the family. In no other area of money management is there such a need to be collaborative, open, and responsive. Each family is unique. Although I am best known for the work I have done as an author and an advocate of the field known as socially responsible investing. I have also, for 20 years now, been serving individuals with wealth at a multi-family office, the Loring, Wolcott & Coolidge office in Boston. I was brought into that office largely as the result of a shock to its system. Though no family represents over five percent of our assets, each family is pridefully shepherded thr
