We have over 25 years of experience in assisting clients in setting, implementing, and maintaining their social guidelines. Concord’s approach starts with assisting clients in designing responsible investing guidelines that match their social values which can be practically implemented. With added compliance constraints, most investment managers will no longer interpret social guidelines. Guidelines need to be specific. Concord has the ability and experience to establish client-specific requirements and avoidance lists. This process is supported by our use of MSCI ESG impact monitor.