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A MESSAGE FROM ASHFIELD REGARDING COVID-19
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MORE THAN 130 YEARS OF COMBINED INVESTMENT EXPERIENCE

Ashfield’s investment process has generated above-benchmark returns, since inception. This success has been driven by experience, discipline and a long-term focus.

Houses

Our investments are defined by our philosophy, developed over decades of experience.

Investors who embrace a disciplined, long-term investment process to invest across market cycles, rather than trading based on market trends and new headlines can attain more consistent investment returns over time, leading to better performance
We help you understand how much risk you need, how much downside you can afford and how much risk is appropriate in your portfolio. Then we construct your portfolio to optimize return for the right level of risk.
We often meet with families who have no idea how they are invested, what they own, or where their money is. The result is often excessive fees, inappropriate returns for the risk and a risk level that does not match the clients objectives. One should never be surprised by their investment holdings.
Liquidity constraints should factor into each investment decision. If you are going to sacrifice liquidity, you need to be paid for it .
Emotional and cognitive biases can often cloud an investor’s decision making. We remove biases and instead rely on objective data, resulting in undiscovered investment opportunities and avoidance of inappropriate risk.

FULL SERVICE ASSET MANAGEMENT

For clients looking for complete asset management, we construct, implement, and oversee all aspects of their portfolio. Ashfield takes a long-term approach to investing, focused on management of risk and the importance of growth. Our perspective allows for both steady appreciation and needed liquidity to help ensure financial security and peace of mind.

Your Values &
Your Investments

More than ever, investors are looking beyond the traditional measure of returns and are also considering the social and environmental impact of their investments. We help families align their values with their investments, helping them create the change they wish to see.

Houses

Our role as an investment advisor is to achieve an alignment of personal values, financial needs and investment constraints.

Sustainable investing refers to the market resiliency (the “sustainability”) of an investment through economic, environmental, social and business governance change. More than 90% of the largest global companies by revenue now report ESG information. Ashfield’s 45 years of experience in deep investment research puts us in a unique position to apply environmental, social, and governance criteria at the company level, fund level, or even at the asset allocation level.
Despite the growing interest and rising use of ESG information, values are unique to an individual. We build client portfolios by addressing our clients’ specific needs through proprietary due diligence and research, knowing our clients, knowing our options, and maintaining flexibility across a spectrum of solutions. Based on your preferences, we can approach incorporating your values into your investments in one of several ways:
  • Build a portfolio that exclude areas of investment with objectionable activities by sector, company or theme.
  • Diligence and invest in individual securities rated high in ESG metrics.
  • Identify values and tilt portfolio to thematic and niche investments.
  • Invest directly with assets for direct and measurable positive ESG impact.
Ashfield’s research evaluates investments for long-term wealth creation. Sustainable investing is a natural extension of our approach to building client portfolios. Often companies with strong ESG factors are focused on long-term value over short-term gain. This means investors seeking to align their portfolios to their values don’t have to face a trade-off when achieving their long-term goals for their wealth.
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801 Montgomery Street, Suite 200
San Francisco, CA 94133
415.391.4747

For inquiries, please contact: lhoward@ashfield.com

Ashfield Copyright © 2019 Ashfield Capital Partners, LLC

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