Responsibility
Protecting legacies to
Recognising our responsibility as asset allocators
Waterfield is driven by the clear goal of preserving and growing our client’s wealth. Underpinning this, is our broader view that wealth has human, financial, social and environmental dimensions. As capital allocators, we recognize the impact of our investment advice on the world around us. To that end, we are committed to enabling our clients to allocate their capital in a manner that fully optimises the opportunities and minimizes the risks to various environmental, social and governance (Sustainability) factors. Our Sustainability integration is not just reserved for our clients but is also embedded in our internal systems as we recognise our broader role as advocates of responsible and sustainable investing in India.
"Although every 1$ out of $4 and $2 out of $4 goes into Sustainability focused investments in the US and Europe respectively, that number is much smaller in India, but expected to grow significantly in a post-pandemic world. Our role at Waterfield is to educate our clients about responsible investing and its positive societal impact. By becoming a PRI signatory we have taken the first step towards formalising sustainable investment practices in the way we allocate capital on behalf of our clients and I am very hopeful that more and more asset owners will share our vision for creating a better tomorrow through their investment actions"
Soumya Rajan
Founder & CEO
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