SUSTAINABLE INVESTMENT PARTNERS LLC

Who We Are ...

๐€๐ญ ๐’๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ๐ฌ ๐‹๐‹๐‚ (๐’๐ˆ๐), ๐ฐ๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ๐ข๐ณ๐ž ๐ข๐ง ๐ ๐ฎ๐ข๐๐ข๐ง๐  ๐จ๐ซ๐ ๐š๐ง๐ข๐ณ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ง๐ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐ญ๐จ๐ฐ๐š๐ซ๐๐ฌ ๐š๐œ๐ก๐ข๐ž๐ฏ๐ข๐ง๐  ๐ญ๐ก๐ž๐ข๐ซ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ ๐จ๐š๐ฅ๐ฌ.ย 

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Institutional Services:

Our Institutional Advisory service supports non-profits, foundations, and endowments in their investment journey. From creating Investment Policy Statements to implementing personalized strategies, we tailor solutions to match your organization’s goals, risk tolerance, and time frame. ย Read more about Institutional Services here.

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Wealth Services:

Our Wealth Serviceย is dedicated to creatingย customizedย strategiesย that fit your individual goals and aspirations. Weโ€™re committed toย aligningย yourย investment approach with your values, ensuring a harmonious journey towards financial success. Partner with us, and letโ€™s collaboratively pursue your financial aspirations with unwavering confidence and peace of mind.ย Read more about Wealth Services here

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Our objective is to empower clients with informed investment decisions that resonate with their values. Click here to schedule a complimentary consultationย to explore how we can manage your money in alignment with your values while achieving your financial goals.

Explore our Perspectives page, where we occasionally highlight viewpoints to spark discussions. We value your input and welcome your thoughts.

INVESTMENT & NON-PROFIT PERSPECTIVES

Investment Strategies for Current Market Realitiesย 

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, itโ€™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

A painting of Brumhadino depicting the aftermath of a mining dam tailing disaster in Minas Gerais , Brazil, highlighting its devastating impact on both human life and the environment. In the foreground, children with vulture-like faces symbolize the duality of humanity, representing the potential for innovation and progress as well as the propensity for greed and destruction. In the background, the logo of the company responsible for the disaster serves as a stark reminder of corporate accountability amidst environmental crises

Global Events vs. Local Consumptionย 

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 worldโ€™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.ย ย The evocative artwork โ€œBrumadinho,โ€ crafted by artistย Fornasaro, powerfully portrays the impact of a devastating iron-ore mining incident in 2019.ย ย Read more here…

Profitability vs. Sustainability

In our 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..

“How to” of Values Aligned Investing

For many individuals, investing isnโ€™t just about financial returns; itโ€™s also about making a difference. Values-aligned investing allows individuals to align their investment decisions with their personal beliefs and values. On Earth Day, as we reflect on the importance of our planetโ€™s resources and our responsibility to protect them, itโ€™s an opportune time to consider how our investment choices can contribute to a sustainable future. The first step in values-aligned investing is … defining your values. . Read More here..

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About Us

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Anu Rames, Managing Principal & Founder,ย is a seasoned investor with two decades of investing expertise. Having worked at renowned global asset managers and Fortune 500 asset owners likeย BNP Paribas Asset Management, Liberty Mutual Investments, and Boston Trust Walden,ย 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.ย From 2017-19, she served as a member of ย the Investment Committee of the Liberty Mutual 401k Plan, representing over 72,000 plan participants. ย ย 

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Anu Rames holds aย Masterโ€™s in Business Administration from Babson College in MA, USA. Prior to her MBA, she completed aย Bachelorโ€™s degree in Electrical & Electronics Engineeringย with a concentration in Power Systems at Calicut University, Indiaย 

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Contact Us

Please feel free to ย email us,ย or use our contact form to get in touch with us.ย 

Call Us:

+1-508-251-9421

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