Press Release

02 June 2018

Wilmer Gibson Launches Two Sustainable Investing Portfolios


Enhanced responsible investing product portfolio expands opportunities for clients seeking sustainable investing solutions

Wilmer Gibson, a leading financial services firm providing world-class wealth management services, today announced the creation of two sustainable investing portfolios. These new portfolios – Responsible Investing Balanced and Responsible Investing Equity – will provide Wilmer Gibson clients the opportunity to effectively align their financial goals with their personal values.

The Responsible Investing Portfolios (Balanced and Equity) were constructed by Wilmer Gibson’s Portfolio Development Solutions using the Firm’s established investment philosophy and process. The portfolios leverage firm-wide portfolio construction resources including asset allocation advice, manager research, risk management and ongoing portfolio monitoring to provide clients with a diversified multi-asset class portfolio.

“These portfolios appeal to a broad range of clients with interest in balancing two primary goals: generating competitive financial returns and positive impact,” said Mei Quin, Head of the Research Team for Sustainable Investing. “The Wilmer Gibson account structure provides several key advantages to clients including access to a diversified asset allocation across multiple underlying third-party managers in one account.”

The underlying scope of Wilmer Gibson is to define a continuum of sustainable investing approaches that can potentially provide both risk mitigation and long-term value creation. The new Responsible Investing Portfolios will utilize a combination of managers that employ strategies across this continuum − including exclusionary screens, environmental, social and governance integration and sector exposure.

“Increasingly, our clients define long-term value not only as realizing attractive financial return, but also generating positive environmental and social impact. We are committed to delivering innovative solutions to help our clients achieve their sustainable investing goals while benefitting from Wilmer Gibson’s deep-rooted financial expertise,” added Ms. Quin.