ESG

Our firm helps clients implement SRI/ESG mandates.

 

Today’s investor looks for more than performance results. Strong performance expectations are key to the decision, but working and living in a responsibly managed environment is also important. DeMarche offers fiduciaries services that help them establish and maintain a sustainable investment philosophy including:

  • Investment Policy review and integration of sustainable investment criteria
  • Investment Manager Search
  • Sustainable Investing Trend Updates
  • White Papers and Workshops
  • Convening opportunities with like-minded investors

 

Institutional Investment Management Focus Team |  ESG

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Houston C. McConnell, CFA

Senior Analyst, Investment Manager Research

Travis C. Newman

Senior Consultant

Julie A. Smith

Senior Analyst, Investment Manager Research

Peg Vanwagoner

Senior Consultant

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.