Pathstone supports clients who seek to align their investments with their mission or values while earning competitive financial returns Our approach to sustainable and impact investing relies on rigorous research and the selection of investment managers and strategies that systematically integrate environmental, social, and governance (ESG) considerations and sustainability themes into their process. ESG analysis helps us to identify and evaluate material issues that may influence investment performance and to assess whether they are being managed appropriately. Pathstone’s investment acumen and impact expertise, combined with our strong culture of client service, offers a uniquely personalized approach — one that is tailored to each client’s interests, depth of knowledge, structure, and circumstances. We enhance baseline ESG data by correcting for biases and factoring intentionality into the score. Scores can inform investment selection and are reported on a quarterly basis.