momentum partners, LLC*tel. 508.292.9802*
"There is a growing view among institutional investors that environmental, social, and corporate governance (ESG) issues can affect the performance of investment portfolios."
- United Nations Principles for Responsible Investment

Momentum Partners’ Social Responsibility Practice

Our Social Responsibility Practice area serves firms who are researching, developing, and launching products that fulfill social responsibility objectives along with their financial and business goals. These programs can include new products to serve underserved markets, products and services for specific affinity groups, and more.

Our experience in this area includes work with socially responsible asset management firms and with leading national associations and their affiliate partners.

The United Nations' Principles for Responsible Investment

Momentum Partners is a service provider signatory to the United Nations' Principles for Responsible Investment (PRI). The UN Secretary General describes these principles as a set of global best practices for responsible investment incorporating environmental, social, and governance (ESG) criteria.

Our signature approach provides a roadmap for incorporating environmental, social, and other objectives into intelligent product design.

In addition, we offer several services tailored specifically to the needs of asset manager signatories to the Principles. These include:

  • Custom research to support integration of ESG issues (individual or co-sponsored by more than one party)
     
  • Development of tailored frameworks for analyzing and documenting the impact of ESG principles
     
  • Communication strategies and programs to promote the results and significance of ESG efforts
     
  • Integration of ESG principles into product line development and ongoing client and center of influence communication

Return >>