About Edgewood Partners
Edgewood Partners is an investment advisory firm committed to Global Sustainable Investing, a comprehensive global strategy that integrates investor values and investment objectives and seeks competitive returns over time. Their research methodology identifies companies (both public and private) that have made high-level commitments to sustainable business practices. Investment services are provided to institutions and accredited investors.
Edgewood Partners became a Founding B Corporation to publicly and legally acknowledge the superiority of the values-driven corporate model versus the longstanding, but outmoded, profit-driven model.
Socially Responsible Investing (SRI) is generally defined as the integration of personal values and societal concerns with investment decisions. The investment objective considers not only the investor's financial needs and financial return, but also the investments' impact on society and environment. Every portfolio is unique and is individually structured with investments that are appropriate for that client based on a carefully established risk profile and investment objective. In order to provide a consistent high level of portfolio review and exceptional client service, Edgewood Partners intends to maintain a very low client/manager ratio relative to industry standards. Edgewood Partners meets with clients by telephone or in person on a quarterly basis and provides an extensive written performance review at that time. In addition, there is a comprehensive annual review.
The Change We Seek®
Edgewood Partners' mission is to provide a level of excellence in sustainable investing that supports clients in reaching their financial goals and living their values.
• Edgewood Partners has developed ResponseAbility, a research methodology that helps us identify companies that have integrated sustainable business practices into corporate management. Common sense tells us that companies that are managed in this way have less business risk. In addition, important recent studies link highly engaged workforces with greater productivity, more innovation and, ultimately, greater long-term value for shareholders.
Founding B Corporation
Edgewood Partners
- Industry: Asset Management
- Product/Services: FInancial Services
- Location: Yardley, PA
- http://www.edgewoodpartners.com
Summary:
Certified: October 2007| Points Earned | % Points Available | |
|---|---|---|
| Environment » | 11.9 | 73% |
| Employees » | ||
| Community » | 37 | 43% |
| Consumers » | 63.7 | 78% |
| Leadership » | 16.3 | 100% |
| Composite B Score | 128.9 | 74% |
- >80 out of 200 is eligible for certification
- >60% points available = Area of excellence
Highlights:
2008 B Impact ReportEnvironment: >51% of office supplies come from recycled materials, >25% of energy comes from renewable sources, Policy to minimize travel, % of renewable energy use increased annually
Community: >50% of ownership in same community as 2/3 workforce, Local purchasing policy, >5% of Net Profits given to charitable institutions
Consumers: 100% of services increase capital flow to purpose driven enterprises
