The Raymond James sustainability approach
We are committed not only to clients’ financial futures but also the world they want to see, giving wings to big ideas and big impacts.
Building a better world starts with financing strategic initiatives that improve the environmental footprints and community impacts of individuals, organizations and municipalities.
We take responsibility for preserving the natural world by understanding our actions and their effects, then improving our processes to reduce our environmental impact.
Our sustainable investing platform was built to meet clients’ individual impact goals under the direction of the financial advisors who know them best. Through these vehicles and tools, and with the guidance of a trusted advisor, investors can make a positive impact on the world, while working toward long-term financial well-being.
Understanding sustainable investing
Our clients benefit from our dedication to helping them finance essential environmental and community-minded projects, giving lift to public and private efforts to provide services like alternative energy infrastructure and affordable housing.
Our team of analysts examine the sustainable factors at play in a variety of covered industries.Learn more
Inside our Freedom sustainable investing portfolios
We thoroughly vet investment funds so investors can pursue their personal financial goals while investing for the good of the world. Our Freedom Environmental, Social and Governance (ESG) portfolios are evaluated for personal suitability and component companies’ approaches to solving global challenges such as climate change, social inequality and unfair business practices – empowering investors to lead with their values.
Meeting long-term goals with innovative investments
Our boutique asset management firm has a track record of strong performance and innovation in sustainable investing, executed by diverse portfolio management teams committed to stewardship and ongoing engagement.Learn more
Building vibrant communities
We connect our clients with tax-advantaged investments like affordable housing and other socially desirable initiatives to help build healthy, sustainable and equitable communities.Learn more
Helping important projects break ground
Our expertise spans the public sector, positioning us to support clients in financing projects that create opportunities for the future, including K-12 and higher education improvements, clean water infrastructure and access to quality healthcare.Learn more
Maximizing charitable impact
Raymond James Charitable enables donors to make philanthropic giving a key part of their long-term, tax-efficient financial plans, providing sustaining gifts to important causes and organizations.Learn more
We take responsibility for preserving the natural world by working to reduce our environmental impact. We aim to achieve this goal by continually improving our processes and working to improve our approach.
Greater efficiency at every point
From how we manage our buildings to how we collaborate with our associates, we work to reduce the resource usage throughout our operations for improvements at every level.
Leading change from the inside out
By building on the strength of our relationships with clients, vendors and other stakeholders, we work to reduce our impact on the environment throughout our value chain.Greenhouse Gas Verification Statement
Support and encouragement for employee initiatives
We encourage responsible decisions throughout our organization with education including an annual Sustainability Fair and regular lunch and learns. And direct actions like beach cleanups and strategy-minded initiatives have the firm’s full backing.
Serving our communities
From the beginning, we have been dedicated to creating a culture of service across our organization and giving back to the communities that have given us so much.Learn more
Building up people
More than providing a seat at the table, we cultivate an environment that welcomes and values diverse backgrounds, opinions and experiences.Learn more
Leading with principle
Our founding principles still guide us today as we stay true to our ethics and put doing what’s right before what’s convenient.Learn more
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/socially responsible investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with SRI, including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.
Further information on the funds selected for the Freedom ESG Portfolios is available by prospectus, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom Portfolios before investing. The prospectus contains this and other information about the funds and should be read carefully before investing.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. These internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. These additional considerations, as well as the Freedom fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associate's Wrap Fee Program Brochure, which can be obtained through your financial advisor.