Threshold Group

Threshold Group is a family-owned wealth management firm, dedicated exclusively to serving families, individuals and family foundations. The company provides integrated investment guidance, financial planning, legacy planning and family office services – all aimed at helping clients achieve their missions and priorities.

“One of our core investment competencies is designing and implementing strategies that can augment clients’ risk/return profile, and derivatives play an important role in many of those approaches. While we were hosting an educational retreat with a family foundation client focused on carbon divestment-reinvestment and, more broadly, aligning the portfolio with the foundation’s mission, an investment committee member asked about the role of derivatives in the divestment question. As a result, we approached Trucost with the unique opportunity to collaborate on a thought leadership framework intended to help investors develop a multi-dimensional view of their portfolio’s carbon footprint. I feel that this collaboration is a significant step in refining how we assess and address the portfolio risks associated with companies responsible for greenhouse gas emissions.”

Insights

Threshold Group and Trucost assess carbon risks of derivative investments (news)

How to Account for Greenhouse Gas Emissions of Derivatives (publication)