Sustainable Investing Philosophy

Where Investment Expertise Aligns with Client Values

Nearly 90% of global individual investors express interest in sustainable investing, citing both the desire to support positive outcomes and the potential for competitive returns.* At SSCA, we recognize this growing interest and offer a thoughtful, client-driven approach to sustainable and impact investing. For clients who express interest, we design customized portfolios that reflect personal values while staying grounded in long-term financial objectives, disciplined risk management, and performance. Our investment exposure can be implemented through a mix of broadly diversified ETFs or more targeted, individual investments, depending on the client’s goals and preferences.

Our Approach

Clients who wish to explore sustainable investing begin by completing our proprietary questionnaire, which helps clarify the themes most important to them. We then tailor investment portfolios using both inclusionary and exclusionary criteria.

Environmental

Social

Governance

Examples of commonly included themes:

• Renewable energy and environmental reporting

• Labor standards and community development

• Corporate ethics and board diversity

Sample themes we have Excluded:

• Fossils fuels

• Tobacco and firearms

• Child labor and discriminatory practices

Clients may also choose to align their portfolios with the United Nations’ 17 Sustainable Development Goals. Our process is flexible, individualized, and designed to integrate sustainability in a way that complements each client’s long-term strategy.

We welcome conversations with clients who are interested in learning more about sustainable or impactinvesting and how it can be aligned with their broader financial plans.

*Morgan Stanley, “Individual Investor Interest in Sustainable Investing Remains Strong,” April 30, 2025.