SUSTAINABLE INVESTMENT PARTNERS LLC
About the Firm ...
Being intentional. Being future-focused, while acknowledging current realities. Sustainable Investment Partners LLC (SIP) empowers clients to reach their investment goals with confidence.
Institutional Services:
Non-profits, foundations, and endowments find dedicated support for their investment journeys here. Crafting Investment Policy Statements and customized strategies, each solution aligns with unique goals, risk tolerance, and timelines.. Read more about Institutional Services here.
Wealth Services:
Personalized strategies align with individual and family goals and values. With a focus on creating a smooth path to financial success, pursue financial dreams with confidence. Read more about Wealth Services here
What You Can Expect:
- Expert Guidance: Founded by Anu Rames, an investment professional with two decades of investment expertise
- Customized Investment Strategies: Tailored to meet client goals, risk tolerance, and timeframes.
- Commitment to Client Values: Bespoke solutions integrating client values
- Focus on the Long-Term: Focused on long-term financial growth.
Check out the Perspectives page, where viewpoints are occasionally highlighted to spark discussions. Your input is valued, and your thoughts are always welcome.
INVESTMENT & NON-PROFIT PERSPECTIVES
Investment Strategies for Current Market Realities
The first quarter of 2024 mirrored the trends seen in 2023, with a notable upswing in the US stock market and a corresponding decline in inflation concerns. However, despite the recent market rally amid decreasing inflation, lingering macroeconomic uncertainties continue to challenge equities. Amidst the possibility of intermittent inflation risks, it’s crucial to adopt a cautious yet proactive investment approach, as inflationary environments can lead to concurrent losses in both stocks and bonds, as observed in 2022. In navigating these dynamics, a prudent investment strategy must prioritize delivering positive long-term returns while ensuring resilience during market downturns to protect portfolios from erosion. Read more here…
SUSTAINABILITY PERSPECTIVES
Global Events vs. Local Consumption
Often times, events occurring beyond national borders might seem unrelated to local interests at first glance. However, delving deeper into specific incidents allows us to uncover the connections. Take, for example, the global iron ore market. Iron ore plays a vital role in steel production, which is essential for constructing infrastructure, transportation systems, and machinery. Australia and Brazil, as major suppliers, account for over 70% of the world’s seaborne iron ore trade. Steel is the backbone of various industries, from household appliances to defense systems, shaping the foundation of modern society and its economic well-being. The evocative artwork “Brumadinho,” crafted by artist Fornasaro, powerfully portrays the impact of a devastating iron-ore mining incident in 2019. Read more here…
Profitability vs. Sustainability
In the pursuit of a better world, we believe that financial success is not merely desirable but absolutely essential for a company to scale its impact, both in the present and for the future. While sustainability often conjures images of environmental responsibility and ethical commitment, we firmly assert that without a firm financial foundation, even the noblest endeavors can falter. Hence, we actively seek out organizations that exist at the crossroads of financial viability and sustainable solutions. Read More here..
Welcoming Your Thoughts …
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About
Anu Rames, Managing Principal & Founder, is a seasoned investor with two decades of investing expertise. Having worked at renowned global asset managers and Fortune 500 asset owners like BNP Paribas Asset Management, Liberty Mutual Investments, and Boston Trust Walden, Anu excels in partnering with investment committees of endowments/foundations, as well as sustainability-focused family offices and individuals, helping align their investment portfolios with their guiding principles. From 2017-19, she served as a member of the Investment Committee of the Liberty Mutual 401k Plan, representing over 72,000 plan participants.
Anu Rames holds a Master’s in Business Administration from Babson College in MA, USA. Prior to her MBA, she completed a Bachelor’s degree in Electrical & Electronics Engineering with a concentration in Power Systems at Calicut University, India
Contact
Please feel free to email, or use the contact form to get in touch.
Call:
+1-508-251-9421