At the core of any impact investing platform is the understanding that investors have a range of value sets and goals. Becker Capital offers solutions across the complexity spectrum for clients seeking to create impact through their investments.
We believe that investment solutions should be tailored to each individual client, and as such, implementation of an impact solution would require detailed discussion about your goals and objectives.
Becker Capital Focus Areas
Opportunities in Sustainability & Environmental Impact
We believe that the challenges presented by climate change will require the attention and efforts of all stakeholders in society. Accordingly, we seek to invest in companies and instruments that recognize and aim to mitigate climate change. In addition, we seek companies that are positioned or will be positioned to capitalize on the changes.
Promoting Human Rights
We pursue investment opportunities in companies and instruments that promote human rights both internally and throughout their supply chains. Specific considerations include safe working conditions, forced labor, child labor and fair pay.
Diversity, Equity & Inclusion
We seek to invest in companies and instruments that recognize the value in diverse opinions within their organizations. We actively consider representation of the board and senior management and other indicators of emphasis of organization diversity and inclusion.
Impact Strategies Tailored for You
Excellence-Driven
We collaborate with our clients to develop a tailored portfolio that is guided by their unique values and objectives.
This process may include faith-based screening opportunities and other exclusionary issues such as environment, defense/weapons & fossil fuels.
We then implement these guidelines through internally managed strategies and our impact partners.
Environmental Social Governance (ESG) Investing
We developed an internally managed strategy that incorporates our impact focus issues in the equity and fixed income asset classes. Our strategy balances impact and investment interests.
Our focus areas include environmental impact and opportunity, human rights, and diversity, equity and inclusion.
The strategy places an emphasis on promoters of our focus issues. We find that the shift from an exclusion-based approach to one that proactively seeks good actors expands the pool of available opportunities and increases overall impact.
Direct Impact
Our Direct Impact strategy has an increased focus on specific impact issues within the Becker Capital framework.
We engage directly with our external impact partners to provide our clients with opportunities within areas such as Community Development Financial Institutions (CDFIs), affordable real estate, environmental initiatives, and cash management.
Becker Capital Sustainability Committee
Becker Capital’s Sustainability Committee is an internal, employee-led resource group dedicated to enabling and promoting sustainability within the firm.
Committee Focus Areas
- Explore opportunities to increase sustainability within our organization and among our suppliers.
- Provide resources and education to employees in an effort to foster engagement and a culture of sustainability.
- Cultivate relationships with local environmental non-profit partners to plan volunteer events and explore other philanthropic involvement.
