North Berkeley Wealth Management Sustainability Profile

Sustainability Summary

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

What do our labels mean?

North Berkeley Wealth Management presents sustainable and impact investing as part of its investment approach. Its articles describe the use of ESG factors in financial analysis, investor engagement with companies, and impact-oriented strategies that seek measurable social outcomes such as access to capital, affordable housing, and support for underserved communities. The firm also notes concerns about greenwashing and argues for ESG standardization and regulation. Overall, its sustainability position is framed through portfolio construction, shareholder engagement, and alignment of investments with client values.

About North Berkeley Wealth Management

Status
Unverified

Website
Visit Website

Employees
5 - 25

Country
United States

North Berkeley Wealth Management Sustainability Actions

Uses ESG in portfolio analysis

North Berkeley Wealth Management works with clients to align their financial lives and investment portfolios with their values. We offer multiple impact-oriented strategies and consider the social, environmental, and corporate governance (ESG) criteria of investments alongside returns.

Highlights impact investing reports

Our impact highlight reports explore specific examples of how investments can have an impact.

Supports access to capital

As part of our ESG focused portfolios, we work with two managers that focus on bonds with a measurable positive social impact in providing capital for business expansion and home ownership.

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Earmarks client assets

Both CCM and ACC allow us as an investment advisor to “earmark” our clients’ investment assets for securities that target both low-income and minority projects. In addition, CCM investments are earmarked for Contra Costa and Alameda county-based loans.

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Engages companies on equity

A primary vehicle for that positive change is direct conversation between asset managers and corporate management. Whether that conversation is a private one with management or is made public via shareholder resolutions at a company’s annual meeting, real progress can take many years.

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