Prime Buchholz LLC

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Sustainability Summary

  • This is an unclaimed profile. Prime Buchholz LLC has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
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Prime Buchholz LLC Sustainability Profile

Sustainability Summary

  • This is an unclaimed profile. Prime Buchholz LLC has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

Prime Buchholz LLC presents ESG and impact investing as part of its investment advisory work. Its ESG approach integrates environmental, social, and governance factors into fundamental analysis, including active proxy voting and shareholder engagement, while its impact work invests in projects, funds, or organizations intended to generate mission-related change and financial returns. The firm says it has helped clients align portfolios with missions and values since 1988, and it surveys recommended managers on ESG and DEI policies and practices. Its published material also covers place-based investing, gender lens investing, venture impact funds, and clean energy transition themes.

About Prime Buchholz LLC

  • Status
  • Unverified
  • Employees
  • 100 - 500
  • Country
  • United States

Prime Buchholz LLC Services

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Prime Buchholz LLC offers sustainable finance solutions, designing investment strategies that incorporate environmental, social, and governance (ESG) factors. By aligning portfolios with clients' missions and values, they help organisations achieve sustainable investment objectives, fostering long-term financial growth and positive societal impact.

Serviceable Locations: United States

Prime Buchholz LLC Sustainability Actions

Integrated ESG in analysis

Integrates ESG factors into fundamental analysis of investment opportunities (includes active proxy voting and shareholder engagement). Environmental stewardship. Human rights and fair labor practices. Corporate governance.

Offers impact investing

Invests in projects, funds, or organizations with the goal of generating and measuring mission-related change and financial returns. Place-based Investing. Gender lens investing. Venture impact fund.

Ran ESG and DEI surveys

Summer 2021 marked the sixth annual survey of Prime Buchholz’s recommended managers on their environmental, social, and governance (ESG) policies and practices—both at the firm and strategy level. In response to concerns regarding diversity in the investment industry, we began requesting detail and statistics regarding diversity, equity, and inclusion (DEI) policies in 2018.

Scored managers on ESG

Since our 2018 survey, investment managers—and later individual investment products—have been scored based on the manager’s reported ESG integration at the firm and strategy level, as well as their reported engagement with underlying investments, sustainability organizations, and partnerships.

Advised on place-based investing

We’ve worked with clients to incorporate place-based opportunities into their portfolios through intermediaries, as well as direct investments, in affordable housing, community development, and local enterprises.

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Prime Buchholz LLC Sustainability Commitments

2025

Track DEI data year-over-year

We plan to track this data year-over-year to map progress in the information reported by our universe of recommended investment managers.

2021

Evaluate DEI scoring annually

We reevaluate our ESG and DEI survey each year in an effort to improve the quality of information provided to clients.


What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Prime Buchholz LLC

  • Status
  • Unverified
  • Employees
  • 100 - 500
  • Country
  • United States

Sustainable Development Goals

Prime Buchholz LLC is committed to advancing these Global Goals to promote prosperity for people & planet.

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