External CIO Services

A growing number of wealthy families are interested in Socially Responsible and Sustainable Investing. Pepper International can help families articulate their own definition of Socially Responsible and Sustainable Investing; based on this definition, the family office will identify appropriate investments and craft an investment policy statement that will guide all investment decisions. Pepper International has access to a large number of specialized investment opportunities in the Socially Responsible and Sustainable arena. Pepper International can also help the family integrate Socially Responsible and Sustainable Investing with a robust philanthropic giving program.