Fiduciary Trust International helps clients discover and articulate their values- and mission-based objectives; document them in a sustainable investing strategy statement; and construct a customized portfolio designed to accomplish financial and non-financial goals. We have experience working with clients across a variety of thematic areas, from allocating capital to a low carbon economy to supporting economic development of underserved economies to investing to improve access to capital, products and services among women and minority groups. Our organization has a deep commitment to customization; grounds impact investing in an investment-centric culture; and offers expertise across all asset classes represented in a comprehensive, diversified portfolio, including private alternative investments. We integrate values- and mission-based investing across the firm in order to give clients access to the firm’s robust investment research, portfolio construction, and risk management processes.
