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ESG and Impact Investing

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Key Tenets of our Environmental, Social, & Governance (ESG) and Impact Platforms

We at Columbia Pacific Wealth Management (CPWM), along with our clients and partners, are not only concerned with meeting our own financial goals but doing so in a manner that betters our community at‑large from people to physical environment. We believe we have built a robust and comprehensive ESG investment platform that does not sacrifice returns nor increase fee expense.


We are engaged with partners who have a long ESG track record and their business practices follow the choices they make in their respective portfolios. We believe they continue to push the discussion forward while enhancing shareholder value.


  • Aperio
  • Sonen
  • SNW
  • Breckinridge
  • Blackrock / iShares
  • Parametric


IMPACT Investing looks to solve specific social or environmental challenges and generate tangible, measurable effects. IMPACT Wealth Management investing can be done in both public and private investment landscape.

ESG spans all assets classes – both public and private. There are options across global equities, fixed income and real estate. ESG exposure can be expressed through mutual funds, ETFs or separate account management. One of the benefits of separate accounts is true customization tailored to a person’s specific issues. Beyond investing in impact companies, you screen out specific stocks and sectors that do not fit investment criteria. This space is significantly bigger and materially improved from just a decade ago. We anticipate the next decade will further the evolution of ESG & Impact investing. Read more on ESG & Impact investing here.

ESG and IMPACT Investing Stats

  • Over $30 trillion in assets now have ESG and/or IMPACT Investing mandate
  • $20.6BN in new dollars allocated to ESG mutual fund and ETFs in 2019; this was 4x previous record set in 2018
  • 49% of public plans incorporated ESG in 2019, up from 15% in 2013 (Callan Institute ESG survey)


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