OUR FIRM EXPERTISE ACCESS TEAM INSIGHTS CONTACT ESG / Responsible Investments Brian Murphy, Managing Member “Long term value creation and responsible investing are not mutually exclusive, but rather complement each other. Portfolio Advisors is committed to incorporating ESG factors throughout our investment process and within our firm. We continuously strive to further improve the integration of these ESG factors.” ESG at Portfolio Advisors Environmental, social and governance (“ESG”) has long played an integral role in Portfolio Advisors’ history and mission. Portfolio Advisors’ early application of responsible investing included integrating client-specific ESG considerations into clients’ portfolios. Portfolio Advisors took the next step on its ESG path and became a UN PRI signatory in 2015. Since becoming a signatory, Portfolio Advisors has adopted an ESG Policy and has established a standing ESG Committee. The firm engages with the broader investment community to promote a responsible investment approach and strives to further align our investment activities with ESG relevant factors. ESG Committee Portfolio Advisors’ ESG Committee draws together professionals from across the firm’s investment and operational groups. The ESG Committee monitors ESG trends relevant to private markets and develops standards that guide the implementation of ESG factors throughout the investment process. The ESG Committee is also responsible for educating internal stakeholders on ESG matters. ESG Committee Dirk Lienemann, CFA Managing Director Co-Head of Europe Justin Lux Managing Director Dan Dwyer Chief Compliance Officer & Counsel Michael Chen Senior Vice President Payton Brooks Vice President Anna Kinney Senior Associate ESG Related Links For access to the UN PRI home page, click here. For UN PRI report of PA, click here For Portfolio Advisor’s ESG Policy, click here. Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for information purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person. Terms Of Use | Privacy Policy Statement © 2021 Portfolio Advisors, LLC | info@portad.com