Ballentine Partners Sustainability Profile

Sustainability Summary

This is an unclaimed profile. Ballentine Partners has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

Ballentine Partners presents impact investing as part of its wealth management and advisory work. The firm says it helps clients define the impact they want to make and constructs values-aligned portfolios tailored to individual impact goals and risk profiles. It states that impact themes are monitored using the United Nations Sustainable Development Goals as a framework, with custom reporting to show and quantify the impact of investments. The content also refers to support for industries and technologies focused on environment and empowerment, and to annual stakeholder and impact reports covering philanthropic, community, sustainability, and firm cultural initiatives.

About Ballentine Partners

Status
Unverified

Website
Visit Website

Employees
25 - 100

Country
United States

Ballentine Partners Sustainability Actions

Values-aligned portfolios

We construct values-aligned portfolios tailored to individual impact goals and risk profiles, while considering other holdings and any broader wealth management issues.

SDG-based impact monitoring

Impact themes are monitored using the United Nations Sustainable Development Goals (SDG) as a framework. We provide custom reporting that allows you to see and quantify the impact your investments are making in the areas you care about while seeking to generate competitive financial returns.

Published impact reports

Ballentine Partners publishes first annual Stakeholder Report. This annual report underscores our firm’s impact on the industry and communities we are a part of. Ballentine Partners Publishes Fourth Annual Impact Report. We are delighted to present our annual Impact Report, highlighting the philanthropic, community, sustainability, and firm cultural initiatives from 2022. Ballentine Partners publishes third annual Impact Report. Each year we write this report to summarize our progress, hold ourselves accountable, and to share our learnings and evolution as a business. Ballentine Partners Publishes Second Annual Impact Report. We are pleased to share our second annual Impact Report.

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