BSW Wealth Partners

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Sustainability Summary

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

Sustainability Summary

  • This is an unclaimed profile. BSW Wealth Partners has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

 
BSW Wealth Partners is a Boulder, Colorado-based multi-family office founded in 1992. Its sustainability-related content focuses on ESG and impact investing within its investment management approach. BSW states that ESG investing still has merit and should offer competitive long-term returns, and it prefers managers that use targeted social and governance data sources, maintain dedicated ESG analyst resources, and can explain their ESG methodology. The firm also says it is highly interested in impact investing, including investments intended to generate social or environmental impact alongside financial return.

About BSW Wealth Partners

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

BSW Wealth Partners Sustainability Actions

Supports ESG investing

BSW believes that ESG investing still has merit, should offer competitive long-term returns and will continue to be an essential element for needed change.

Uses targeted ESG data

BSW’s goal is to invest with managers that use unique and targeted Social and Governance data sources to uncover both positive and negative stakeholder externalities. In our opinion, it’s not enough to rely on the big two screening services – MSCI or Sustainalytics.

Reviews ESG managers directly

BSW believes in speaking with all our ESG managers. Through these discussions we hope to glean the level of their ESG commitment, their preparedness for an SEC exam on their ESG methodology and their process for incorporating ESG screens within their investment process.

Interested in impact investing

BSW Wealth Partners is a Boulder, CO-based multi-family office that serves a variety of high-net-worth clients including private investors and medical professionals, providing them with a full-spectrum offering of investment management and various other family office services. The firm invests in both public and private equity across a range of sectors, regions, and asset classes, and is highly interested in impact investing.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About BSW Wealth Partners

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

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