Sustainable Investing

An integrated approach consistent with your long-term investment goals

Callan has provided investment consulting for sustainable investing programs for over two decades and has a dedicated sustainable investing team of professionals with complementary areas of expertise. Callan is also a member of two highly respected groups, the United Nations-supported Principles for Responsible Investment and the Investment Consultants Sustainability Working Group (ICSWG-US).

We will work with you to help you understand issues relating to sustainable investing and how they may align with your investment objectives. The definition of sustainable investing varires across organizations, depending on values and priorities. We help you sift through the noise to find the right approach for you.

Integrated approach

Sustainable investing integration into strategic planning, implementation, and portfolio monitoring

Strategy assessment

Analysis of investment approaches from screening to thematic and impact strategies

Stewardship

Pursuing paths such as shareholder engagement alongside investments

Examine our 2025 Asset Manager Sustainable Investment Practices Study here.

Hear from Callan's sustainable investing practice leader

When we meet with our clients, we center the conversation on their unique mission and values.

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Asset management firms integrating sustainable investing research across their investment platforms

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Years Callan has been conducting and publishing unique sustainable investing research

Year Callan became a signatory of the United Nations-supported Principles for Responsible Investment

Hannah Vieira

Callan’s Sustainable Investing Team

“While we don’t believe there is a ‘right’ approach to incorporating sustainable investing metrics into an investment process, we do believe it’s important for managers to have a well-defined process to assess the risks and/or opportunities presented by sustainable investing considerations.”