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.”