Socially responsible investing

Crestone Wealth Management

The desire to invest responsibly has never been stronger among investors. At Crestone, we work with a wide range of investors, including high-net-worth clients, family offices, not-for-profit and faith-based organisations who are looking to align their investments with their values.

Aligning your investments with your values

Like any investment decision, we believe the first and most important step in aligning your investments with your values starts with you. That’s why we take the time to not only understand your individual circumstances and goals—but to also understand your values, your beliefs and your priorities.

While investing responsibly can take on many forms, it generally involves integrating some combination of environmental, social and governance (ESG) factors, ethical values, or investing in a way that impacts or promotes global sustainability.

Some of our clients wish to fully align their investments with their values, while others are looking to progressively shift their portfolios onto a more responsible footing.

Our approach—not at the cost of diversification

Whatever your approach, we believe that socially responsible investing doesn’t have to come at the cost of diversification. So, whether you’re considering investing in managed funds that are ESG-aware or sustainably focused, or individual securities, we can select products and analyse holdings based on your specific ESG and values criteria.

Working with MSCI—a world leader in ESG research

Access to the best data and insights—To help you and your adviser make the right decision, we draw on research provided by MSCI ESG Research Inc., a world leader in responsible investing analytics. This research provides critical insights that can help investors identify risks and opportunities that traditional investment research may overlook.

A global team of 170 research analysts—The team rates over 6,400 companies and more than 400,000 equity and fixed income securities globally. Assessing thousands of data points across 37 ESG issues, the team focuses on the intersection between a company’s core business and the industry issues that can create significant financial risks and opportunities for the company.


To learn more about our approach to investing responsibly, please download our brochure Aligning your investments with your values