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Private Ocean adds ESG Investment Portfolios


Private Ocean, a West Coast based wealth management firm, has added ESG investment portfolios to its offering.

“Investors today are socially conscious and want to proactively select companies that align with their values,” says Greg Friedman, Private Ocean CEO and co-founder. “Integrating ESG criteria into the investment process has long been a priority for us, and we are proud to now offer ESG portfolios for our clients who want to invest with purpose.”
A recent expansion in ESG funds and reduced implementation costs have contributed to a rise in popularity in ESG portfolios. Investors now consider ESG factors across USD8.72 trillion of professionally managed assets, a 33 per cent increase since 2014. These assets now account for more than one out of every five dollars under professional management in the United States.
The ongoing evolution of ESG investing, as well as changes to fund availability, have provided a vehicle for the firm to expand its portfolio offerings while continuing to focus on meeting financial goals.
“We also recognise that the selection of ESG funds will change over time and we are constantly screening through our funds to ensure the best options for our clients,” adds Friedman. “To take our efforts a step further, we proactively sponsor organisations that support our local communities. We feel fortunate to have a voice and intend to be a part of the conversation for ongoing, positive change.”

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