Sustainability Resources to Help You Make Every Day Earth Day

Sustainability resources to help you make every day Earth Day

Every year on April 22, we celebrate Earth Day by contributing to the protection and preservation of our planet with intentional acts of service. Raymond James is committed to helping drive a positive change in our environment with dedication to sustainable business practices. For further information on our commitment to environmental, social and governance best practices to build a more sustainable future, view our 2020 Corporate Responsibility Report.

Sustainable investing
Sustainability and global impact are growing considerations among investors when building portfolios.

Through sustainable investing, not only can investors aim to make a positive impact on society and the environment, they can potentially improve the risk/return characteristics of their portfolios by factoring a range of environmental, social and governance (ESG) criteria into their investment decisions.

Here are just a few of the resources Raymond James offers for sustainable investing.

Equity Research ESG Top Picks list
The ESG Top Picks list is created by the Raymond James Institutional Equity Strategy team with the intention of identifying the companies with the best ESG profiles and return potential.

ESG Mutual funds
Raymond James Mutual Fund Research (MFR) categorizes mutual funds that utilize environmental, social and governance (ESG) factors in their investment strategies.

Fixed Income Green bonds
Green bonds are designed to support specific climate-related or environmental projects and typically come with tax incentives. Learn more about the Green bonds market.

Private Institutional Clients (PIC)
Private Institutional Clients (PIC) offers ESG related opportunities. Learn more about the details on all live transactions currently available through the PIC Desk. PIC is reserved for investors with a minimum of $50M in total assets.

Asset Management Services (AMS)
AMS provides a variety of AMS-managed and Separately Managed Account options. The Freedom ESG suite of portfolios is suitable for investors who have the time and freedom to let their assets grow and may be used to complement the current investment portfolio of anyone interested in the benefits of sustainable investing.

Raymond James Trust – Liberty ESG
ESG model portfolios mirror Freedom ESG and provide well-diversified funds from the Raymond James Mutual Fund Research Highly Recommended List.

Technology tools for going paperless
Raymond James’ technology platform offers solutions for advisors and clients looking to use less paper. As we innovate for tomorrow, we offer the below tools to help reduce our footprint.

  • eSignature: Used to replace paper forms and is integrated with our Smart Form technology.
  • Client Access: Clients use Client Access to view their account information; here they can manage their delivery preferences and reduce the number of documents they receive by mail. 
  • Vault: Within Client Access, Vault is an online file sharing platform for large or sensitive files – so no more need to print and mail packets to clients. It can also be used as a space to collaborate with its comment feature.
  • Client Reporting: Create customized, attractive reports easily and efficiently. Plus you can share them via Vault with clients to avoid printing on paper.
  • Online Performance: This interactive, visual tool analyzes performance data in real time – and simply share your screen in Zoom to save on paper.

Sustainability resources to help you make every day Earth Day
Sustainability resources to help you make every day Earth Day