We are here to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future.
We are here to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future.
With over $7.5 billion in assets under management, we focus on investing in the backbone of the global economy and are committed to supporting and enhancing the communities in which we operate. We put our own capital to work alongside our partners in virtually every transaction, aligning interests and bringing the strengths of our operational expertise, global reach, and large-scale capital to bear on everything we do.
With over $7.5 Billion in assets under management, we focus on investing in the backbone of the global economy and are committed to supporting and enhancing the communities in which we operate.
We’re committed to helping you achieve better outcomes the way you define them. We get there by empowering diverse perspectives and breaking through boundaries. We’re collaborative and connected and we never stop working for you.
We’re committed to helping you achieve better outcomes the way you define them. We get there by empowering diverse perspectives and breaking through boundaries. We’re collaborative and connected and we never stop working for you.
Founded
of the top 20 U.S. banks are clients
Experience serving clients and helping them achieve their investment objectives
To cancer research
ESG experience
Employees + investment professionals dedicated to your financial goals
Individuals, families, businesses, and institutions around the world as of 31/12/23
Value in accounts with ESG, religious, and socially responsible (SRI) guidelines as of 3/31/23
Assets under management, including $580 Million in liquid alternatives as of December 2023
Unique languages spoken by our Investment Team
Solaris Finance Management has been a PRI signatory since 2014
Solaris Finance Management has two decades of experience managing accounts with various thresholds of environmental and social guidelines
Founded
Assets under management, including $580 Million in liquid alternatives as of December 2023
Experience serving clients and helping them achieve their investment objectives
To cancer research
ESG experience
Employees + investment professionals dedicated to your financial goals
Individuals, families, businesses, and institutions around the world as of 31/12/23
Value in accounts with ESG, religious, and socially responsible (SRI) guidelines as of 3/31/23
of the top 20 U.S. banks are clients
Unique languages spoken by our Investment Team
Solaris Finance Management has been a PRI signatory since 2014
Solaris Finance Management has two decades of experience managing accounts with various thresholds of environmental and social guidelines
We’re committed to helping you achieve better outcomes the way you define them. We get there by empowering diverse perspectives and breaking through boundaries. We’re collaborative and connected and we never stop working for you.
Solaris Finance Management five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.
Solaris Finance Management five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.
ESG integration is the practice of incorporating ESG information into investment decisions to help enhance risk-adjusted returns, regardless of whether or not a strategy has a sustainable mandate. There is no one-size-fits-all approach but at Solaris Finance Management we see it as being about making research, data, and insights available to all of our portfolio managers, and working with them to identify potential process enhancements across all investment activities
ESG integration is the practice of incorporating ESG information into investment decisions to help enhance risk-adjusted returns, regardless of whether or not a strategy has a sustainable mandate. There is no one-size-fits-all approach but at Solaris Finance Management we see it as being about making research, data, and insights available to all of our portfolio managers, and working with them to identify potential process enhancements across all investment activities
Solaris Finance Management holds meetings with the management of many of the companies we invest in to discuss ESG issues we feel are pertinent to analyzing the company or better understanding peers or relevant industry factors.
Solaris Finance Management holds meetings with the management of many of the companies we invest in to discuss ESG issues we feel are pertinent to analyzing the company or better understanding peers or relevant industry factors.
We strive to cultivate and advance diversity in all forms because we believe a wide range of perspectives and talent is crucial to creating a richer culture for our employees and better results for our diversified global client base.
We strive to cultivate and advance diversity in all forms because we believe a wide range of perspectives and talent is crucial to creating a richer culture for our employees and better results for our diversified global client base.
We’re privately held, which means we control our destiny and aren’t beholden to shareholders or outside interests. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
We’re privately held, which means we control our destiny and aren’t beholden to shareholders or outside interests. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
As fiduciary investors, we advocate for sound corporate governance and sustainable business practices that result in long-term value creation for our clients.
As fiduciary investors, we advocate for sound corporate governance and sustainable business practices that result in long-term value creation for our clients.
Our Aladdin technology gives us an enterprise view of Solaris Finance Management. In addition, an independent group provides risk oversight of the investment management processes, identifies and helps manage counterparty and enterprise risks, coordinates standards for firm-wide investment performance measurement, and determines risk management-related analytical and information requests. This includes cybersecurity and information security, where we employ an in-depth, multi-layer strategy of control programs that protect confidentiality, integrity, and availability of information.
Our Aladdin technology gives us an enterprise view of Solaris Finance Management. In addition, an independent group provides risk oversight of the investment management processes, identifies and helps manage counterparty and enterprise risks, coordinates standards for firm-wide investment performance measurement, and determines risk management-related analytical and information requests. This includes cybersecurity and information security, where we employ an in-depth, multi-layer strategy of control programs that protect confidentiality, integrity, and availability of information.
We believe our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Solaris Finance Management doesn’t. Instead, we focus on providing you with a personalized plan that serves as the basis for us to build a portfolio tailored to your financial situation and goals.
We believe our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Solaris Finance Management doesn’t. Instead, we focus on providing you with a personalized plan that serves as the basis for us to build a portfolio tailored to your financial situation and goals.
In-line with our purpose of helping more people experience financial well-being, we embrace a broader set of responsibilities to advocate for public policies that increase financial market transparency, protect investors and facilitate responsible growth of capital markets for all investors.
In-line with our purpose of helping more people experience financial well-being, we embrace a broader set of responsibilities to advocate for public policies that increase financial market transparency, protect investors and facilitate responsible growth of capital markets for all investors.
Our clients are our top priority at Solaris Finance Management. We serve a global client base of diverse investors, including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations and governments. We create and manage strategies to meet our clients specific financial goals, needs and circumstances.
Our clients are our top priority at Solaris Finance Management. We serve a global client base of diverse investors, including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations and governments. We create and manage strategies to meet our clients specific financial goals, needs and circumstances.
At Solaris Finance Management, exceptionalism is the norm. We break down traditional silos to ensure our entire firm is connected. From our client Wealth Management and Investment teams to our Wealth Planning and Leadership teams, we are constantly collaborating to ensure you benefit from our best collective ideas.
At Solaris Finance Management, exceptionalism is the norm. We break down traditional silos to ensure our entire firm is connected. From our client Wealth Management and Investment teams to our Wealth Planning and Leadership teams, we are constantly collaborating to ensure you benefit from our best collective ideas.
Collectively, our employees are among the largest investors in our own portfolios. We’ve also optimized our fee structure by removing incentives to allocate your money to strategies that generate performance fees. This ensures we’re focused on providing the right advice and solutions that puts your needs first.
Collectively, our employees are among the largest investors in our own portfolios. We’ve also optimized our fee structure by removing incentives to allocate your money to strategies that generate performance fees. This ensures we’re focused on providing the right advice and solutions that puts your needs first.
We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss
We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss
As a client, you’ll hear from us regularly to make sure you’re informed about our market outlook and help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service. As a client, you’ll have an Investment Counselor who provides you with regular, ongoing updates on the market and your portfolio.
As a client, you’ll hear from us regularly to make sure you’re informed about our market outlook and help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service. As a client, you’ll have an Investment Counselor who provides you with regular, ongoing updates on the market and your portfolio.
We designed our unique top-down portfolio management process to increase the likelihood of delivering repeatable results. We focus on macroeconomic theme development, which aids our security selection by first identifying countries, sectors and industries that should outperform in the current market environment. We believe our process sets us apart from our competitors, who often use “bottom-up” approaches that see key sector or country decisions as secondary byproducts of stock picking.
As a Participant of the United Nations Global Compact,Solaris Finance Management is committed to aligning our operations with universal principles on human rights, labor, environment and anti-corruption, and to take actions that advance societal goals.
We designed our unique top-down portfolio management process to increase the likelihood of delivering repeatable results. We focus on macroeconomic theme development, which aids our security selection by first identifying countries, sectors and industries that should outperform in the current market environment. We believe our process sets us apart from our competitors, who often use “bottom-up” approaches that see key sector or country decisions as secondary byproducts of stock picking.
As a Participant of the United Nations Global Compact,Solaris Finance Management is committed to aligning our operations with universal principles on human rights, labor, environment and anti-corruption, and to take actions that advance societal goals.
We partner with nonprofits, start-ups, corporations and our employees to create impact in line with our mission to help more people achieve financial security and opportunity, whether in our own communities or on a global scale.
We partner with nonprofits, start-ups, corporations and our employees to create impact in line with our mission to help more people achieve financial security and opportunity, whether in our own communities or on a global scale.
Solaris Finance Management has been managing accounts with various responsible investing thresholds for over two decades. Over that time, we have expanded the depth of our responsible investing capabilities. We currently offer a wide range of ESG strategies, including impact-related strategies that incorporate the UN Sustainable Development Goals.
Solaris Finance Management responsible investment offerings include over 25 strategies across multiple geographies (global, US, emerging markets) and market capitalizations.
We can accommodate many strategy types, including:
Solaris Finance Management has been managing accounts with various responsible investing thresholds for over two decades. Over that time, we have expanded the depth of our responsible investing capabilities. We currently offer a wide range of ESG strategies, including impact-related strategies that incorporate the UN Sustainable Development Goals.
Solaris Finance Management responsible investment offerings include over 25 strategies across multiple geographies (global, US, emerging markets) and market capitalizations.
We can accommodate many strategy types, including:
If we make our clients successful, then we, in turn, will be successful.
William J. Schroeder
Executive Chairman
