Prime Buchholz LLC

Not verified. Claim this page

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.

8 12 16

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.

5 8 10 11

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.

5 10 16

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.

12 16

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.

1 8 10 11

Published clean energy analysis

The acceleration of the clean energy revolution discussed wind, solar, and battery storage as key growth areas, and noted that governments around the world earmarked billions of dollars in COVID-19 relief packages for clean energy projects.

7 13

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Prime Buchholz LLC

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