SMART Investing Services

SMART (Sustainability Metrics Applied to Risk Tolerance) ™

When seeking an investment solution that results in both financial return and social and/or environmental impact, investors often find themselves at a loss when sorting through an ever-increasing array of SRI, ESG, Impact and other available “sustainable investment” strategies.

Over the past several years, we have seen our clients’ level of interest in sustainable investing grow, both in the number of investors interested and the breadth of investment opportunities being considered.

Some express interest in solutions that proactively screen for companies likely to engender positive environmental impact; others want to ensure their holdings don’t conflict with deeply-held beliefs and therefore seek negative screens, and still others want to support enterprises that are fashioning impact on communities and society as a whole.

All portfolio recommendations are customized to an individual clients’ needs. At Gitterman Wealth Management, we understand that consultative process must drive client experience. Our new SMART investing services are one of the many ways we support our client’s desire to have a lasting impact.

How SMART Is Your Portfolio?

We are committed to transparency when developing and customizing solutions for our clients. We now offer SMART model portfolios: an ESG impact investing strategy to fulfill our client’s needs. SMART (Sustainability Metrics Applied to Risk Tolerance).

SMART model portfolios have undergone a rigorous research process that began with analyzing all 22,000 mutual funds in the Morningstar universe. Morningstar, as of March 2016, began using a global rating scale to measure its funds’ ESG ranking. We further screen high-ranking ESG funds by prospectus directive of ESG-only securities. Then, standard risk and return analysis is applied to determine portfolio designs specific to client needs.

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Gitterman Wealth Management is a signatory to The United Nations-supported Principles for Responsible Investment (PRI) Initiative, an international network of investors working together to put the six Principles for Responsible Investment into practice.  Its goal is to understand the implications of sustainability for investors and support signatories to incorporate these issues into their own investment decision-making and ownership practices.  In implementing the Principles, signatories contribute to the development of a more sustainable global financial system.

How Will You Make an Impact?

Jeff Gitterman is an Associate Producer of the feature documentary film PLANETARY, in partnership with Vimeo, Reconsider Films and Planetary Collective.


SRI (socially responsible investing): An investment that is considered socially responsible because of the nature of the business the company conducts. Common themes for socially responsible investments include avoiding investment in companies that produce or sell addictive substances (like alcohol, gambling and tobacco) and seeking out companies engaged in social justice, environmental sustainability and alternative energy/clean technology efforts.

ESG (environmental, social and governance): ESG factors, when integrated into investment analysis and decision-making, offer investors potential long-term performance advantages. ESG has become shorthand for investment methodologies that embrace ESG or sustainability factors as a means of helping to identify companies with superior business models. ESG factors offer portfolio managers added insight into the quality of a company’s management, culture, risk profile and other characteristics.

Impact Investing: Investments made into companies, organizations and funds with the intention to generate social and environmental impact alongside a financial return.

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