IMPACT INVESTING

Bridging Your Financial and Social Objectives

At BakerAvenue, our values are reflected in everything we do. As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation.

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QUARTERLY IMPACT NEWSLETTERS

You don’t need to choose between changing the world and reaching your financial goals.

Our mission is to help you create an impact by contributing to positive change, alongside maximizing your portfolio performance during all market cycles.​​

How We Do It: BakerAvenue’s Sustainable Impact Classifications

Many are asking how to bridge their financial and social objectives and discovering the benefits of socially responsible investing. To us, this is not a new trend, our investment team has deep expertise and experience guiding our clients on Impact investment strategies and use the screening criteria described below.

EvironmentalSocialCitizenshipGovernance IMPACT

Environmental
Energy Efficiency Greenhouse Gas Emissions / Revenue
  • Carbon Emissions
  • Energy Efficiency
  • Product Carbon Footprint
Sustainable Water Policy Regulatory Adherence
Social
Corporate Diversity Gender Equality
  • Board Members
  • Pay
  • Ownership
Weapons Policy Ethics History
Governance
Impact Disclosure Scores Corporate Behavior
  • Anti-Competitive Practices
  • Corruption & Instability
  • Financial System Instability
Compensation Structure Board Independence
Citizenship
Philanthropy Corporate Behavior
  • Innovation & Creativity
  • Commitment to Peace & Sustainable Development
  • Human Rights

Employee Satisfaction Scores Community Outreach
 
VIEW IMPACT VIDEOS
CHARTERED FINANCIAL ANALYSTS & CERTIFIED FINANCIAL PLANNERS
WHO HAVE EARNED THE CFA INSTITUTE CERTIFICATE IN ESG INVESTING
Doug Couden
Doug Couden
CFA
Chief Investment Officer & Partner
Daniel Cassell
Daniel Cassell
CFA
Portfolio Manager
Michael Tideman
Michael Tideman
CFA, CFP®
Wealth Advisor, Managing Director
Impact related white papers

Doing What’s Best for Your Portfolio and Our Planet

The global issues we face are real: a warming planet, a growing gap between rich and poor, inequalities among race and gender, and doubts that our generation will hand off a sustainable environment for future generations. With the rise of all these pressing issues, more of our clients are turning to Impact Investing to fund causes they care about and generate positive returns to fund their legacy.

Global Impact Investing Network (GIIN) defines impact as investments made into companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a financial return. The goals are long-term sustainability, to identify and adopt specific impact objectives, define a strategy, monitor effectiveness against impact and returns, and refine the strategy based on results and shifting priorities.

To learn more about SRI and Impact Investing or to get started, contact our experts.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.
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Forbes Top RIA Firms 2023
PRI
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2024 Great Place to Work®
2020 Financial Times 300 Top Registered Investment Advisors
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