17:00 | 09.06.2016
Brighton Jones Expands Offering with Launch of Impact Investing Solution

Brighton Jones, a unique wealth management firm that positions itself as
a Personal CFO for its clients, recently announced the launch of Impact
Portfolios, a solution designed for clients and investors seeking an
impact-oriented investment strategy.

Developed to pursue outcomes that are good for People (social
responsibility), Planet (environmental responsibility) and Profit (the
economic strength of the business), Brighton Jones’ impact investment
offering was created in partnership with investment managers who
incorporate environmental, social, and governance (ESG) ratings in their
portfolio construction process. A typical ESG portfolio will overweight
companies that score favorably on ESG issues relative to industry peers,
while underweighting or excluding companies with lower scores.

“After careful study and months of due diligence, we have created an
impact investment framework that we feel really good about,” said
Matthew A. Camrud, CFP®, Lead Advisor at Brighton Jones. “There is now a
set of investment vehicles in the marketplace that will allow us to
offer our clients a portfolio that aligns with their personal values,
while still adhering to the firm’s academically-grounded view of
diversified, low-cost, and tax-efficient portfolio management.”

The firm’s selection criteria seeks managers proactively targeting
investment opportunities in areas such as affordable housing, community
and economic development, renewable energy, climate change and natural
resources, among others. More importantly, Brighton Jones has
specifically selected managers with a commitment to shareholder
engagement in the areas of environmental sustainability, human rights,
corporate governance and other important ESG categories.

“The selection criteria of our investment managers goes beyond having a
standard mandate to incorporate ESG ratings in the portfolio
construction process,” said Brian C. Tall, Director of Investments at
Brighton Jones. “The real power of public securities investing, in our
view, is the engagement shareholders can have directly with the
companies they are invested in. By investing with engaged managers, a
Brighton Jones impact investor joins forces with other like-minded
investors, and the billions of dollars these investors wield can have
great power to effect change.”

Impact investing is a growing trend in the investment space that is
based on the core philosophy of making a positive impact in the world
while still earning market rates of return. Also known as socially
responsible investing (SRI), sustainable investing and mission-based
investing, impact investing gives shareholders the ability to harness
the power of the capital markets and embrace a common mission,
ultimately investing for a societal impact.

Brighton Jones’ Impact Portfolios come at a time when there is
increasing demand from investors for this type of solution, particularly
in West Coast markets such as Seattle, San Francisco and Portland, where
the firm has offices. The firm has provided impact investing strategies
to interested clients in the past, but now has a formal offering for all
clients of the Brighton Jones community.
About Brighton Jones
Brighton Jones is a full-service wealth management firm specializing in
investment advisory, financial planning, tax and estate planning, and
retirement plan services. The Brighton Jones team prides itself on
creating partnerships with their clients that thrive on transparency,
accountability and collaboration, and results in a comprehensive
investment philosophy focused on helping clients live a richer life.
Founded in 1999, Brighton Jones has locations in five U.S. cities:
Seattle, Portland, San Francisco, Scottsdale and Washington D.C.,
advises on more than $3 billion in assets and represents more than 1,100
clients nationwide. For more information, please visit

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