Bringing you live news and features since 2006 

Brighton Jones launches impact investing solution


Brighton Jones, a unique wealth management firm that positions itself as a Personal CFO for its clients, has launched Impact Portfolios, a solution designed for clients and investors seeking an impact-oriented investment strategy.

Developed to pursue outcomes that are good for People (social responsibility), Planet (environmental responsibility) and Profit (the economic strength of the business), Brighton Jones’ impact investment offering was created in partnership with investment managers who incorporate environmental, social, and governance (ESG) ratings in their portfolio construction process. A typical ESG portfolio will overweight companies that score favourably on ESG issues relative to industry peers, while underweighting or excluding companies with lower scores.

“After careful study and months of due diligence, we have created an impact investment framework that we feel really good about,” says Matthew A Camrud, CFP, Lead Advisor at Brighton Jones. “There is now a set of investment vehicles in the marketplace that will allow us to offer our clients a portfolio that aligns with their personal values, while still adhering to the firm’s academically-grounded view of diversified, low-cost, and tax-efficient portfolio management.”

The firm’s selection criteria seeks managers proactively targeting investment opportunities in areas such as affordable housing, community and economic development, renewable energy, climate change and natural resources, among others. More importantly, Brighton Jones has specifically selected managers with a commitment to shareholder engagement in the areas of environmental sustainability, human rights, corporate governance and other important ESG categories.

“The selection criteria of our investment managers goes beyond having a standard mandate to incorporate ESG ratings in the portfolio construction process,” says Brian C Tall, Director of Investments at Brighton Jones. “The real power of public securities investing, in our view, is the engagement shareholders can have directly with the companies they are invested in. By investing with engaged managers, a Brighton Jones impact investor joins forces with other like-minded investors, and the billions of dollars these investors wield can have great power to effect change.”

Impact investing is a growing trend in the investment space that is based on the core philosophy of making a positive impact in the world while still earning market rates of return. Also known as socially responsible investing (SRI), sustainable investing and mission-based investing, impact investing gives shareholders the ability to harness the power of the capital markets and embrace a common mission, ultimately investing for a societal impact.

Brighton Jones’ Impact Portfolios come at a time when there is increasing demand from investors for this type of solution, particularly in West Coast markets such as Seattle, San Francisco and Portland, where the firm has offices. The firm has provided impact investing strategies to interested clients in the past, but now has a formal offering for all clients of the Brighton Jones community.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by