Global Sustainable Investing
Global Sustainable Investing is a comprehensive investment strategy that allocates client funds among as many as twelve asset classes in the following broad categories: U.S. and international equity and fixed income, emerging markets equity and fixed income, gold, commodities and cash. When appropriate for the client, alternative investment strategies are introduced, including community investing, private equity, social venture capital and hedge funds. In addition, Edgewood Partners provides the following focused strategies: Global Sustainable Equity, U.S. Sustainable Equity and U.S. Sustainable Balanced.
Asset allocation decisions and country and industry weightings are based on macro-economic analysis, sector and cycle analysis, as well as the risk profile and Every portfolio is unique and is individually structured with investments that are appropriate for that client based on a carefully established risk profile and investment objectiveinvestment objective of the client. Individual securities are selected from our universe of sustainable companies after rigorous financial and valuation analysis is performed.
We believe there is less business and financial risk in our sustainable company universe. However, we seek to further reduce portfolio risk through global diversification, exposure to asset classes that are not highly correlated, and, when appropriate, various forms of alternative investment. Quantitative risk analysis programs are utilized to measure portfolio risk on an ongoing basis.
Every portfolio is unique and is individually structured with investments that are appropriate for that client based on a carefully established risk profile and investment objective. In order to provide a consistent high level of portfolio review and exceptional client service, Edgewood Partners intends to maintain a very low client/manager ratio relative to industry standards. Edgewood Partners meets with clients by telephone or in person on a quarterly basis and provides an extensive written performance review at that time. In addition, there is a comprehensive annual review.
Continuous macro-economic analysis of major world economies, monitoring of world securities and commodities markets and ongoing financial analysis of a securities universe is a challenge even for the largest investment firms. At Edgewood Partners, we feel fortunate to have partnerships with organizations and professionals who are on the leading edge of global economic and business management thinking. Regular communication allows us to leverage our time and resources and supports knowledgeable decision making when investing for our clients.