Invest With

PURPOSE

Invest Responsibly
Crossmark Named One of Houston's

Best and Brightest Companies to Work For®

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Crossmark's Steward Global Equity Income Fund

Receives Two Lipper Awards

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There is a unique place for investors. Where innovation and values intersect. Where investing with conviction doesn't equal compromising returns. Where investments are selected with purpose. We call this place Crossmark.

The Evolution of Responsible Investing.

Each client has different priorities and values that affect how they invest. We help investors align their values with a broad spectrum of expanding investment solutions.

1

Exclusionary Screening

Avoiding investing in companies or sectors that do not align with investor values

2

ESG Integration

Integrating consideration of environmental, social and governance issues, where material, into investment due diligence and financial analysis

3

Positive Screening

Actively seeking out companies that performed well on certain ESG measures

4

Thematic

Focusing investments according to interest in specific environmental or social themes, such as clean energy, water, education, or healthcare

5

Impact Investing

Investing in companies or funds with the intention of generating positive, measurable impact alongside a financial return

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Invest in a Bigger Picture.

In increasing numbers, investors are measuring value by financial and social return. Forward-thinking investment strategies must be able to address both.

33%

Growth
In sustainable investments since 2014 Source: US SIF Foundation 2016 Trends and Highlights report

$22.9

Trillion
Global managed assets using sustainable investment strategies Source: Global Sustainable Investment Alliance (GSIA) Jan. 2017

$8.72

Trillion
U.S. managed assets using sustainable investment strategies Source: US SIF Foundation 2017 Sustainable and Impact Investing the the U.S. Overview
Invest Responsibly

What size is the right investment strategy?

There is no one-size-fits-all answer to responsible investing. We help clients strike the right balance between impact and outcome.

Our Values