Rockefeller & Co. Wins Responsible Investing Category At Family Wealth Report Awards 2015

NEW YORK, April 22, 2015 /PRNewswire/ -- Rockefeller & Co., Inc.—an investment management and wealth advisory firm providing services to individuals, families, trusts, foundations, endowments and other institutions—recently received the top honor for "Responsible Investing" at the Family Wealth Report's 2015 Awards in New York.

"We are delighted that Rockefeller & Co. was recognized in the Responsible Investing category at the Family Wealth Report's 2015 Awards," said David P. Harris, CFA, Rockefeller & Co.'s Chief Investment Officer and a Managing Director.  "At Rockefeller & Co. we are long-term global investors.  Through our sustainability and impact investing practice we seek to identify companies with good corporate practices in sustainability, as well as seek appropriate opportunities to engage with companies in an effort to foster improved business practices for the benefit of all stakeholders."

"Impact investing is about being deliberate, being intentional, and paying attention to the wider impacts large companies can have every day," said Farha-Joyce Haboucha, CFA, Rockefeller & Co.'s Director of Sustainability & Impact Investing, a Senior Portfolio Manager and a Managing Director.  "We all know that capital has the potential to create transformative change in society, but we believe a keener awareness of this potential is necessary not only to conduct business for the greater good, but also to help drive sustainable economic gains for investors."

The awards showcase providers in the global private banking, wealth management, and trusted advisor communities, and were designed to recognize companies, teams, and individuals deemed to have "demonstrated innovation and excellence" over the past year.  

The award winners were chosen by an independent panel of judges from across the wealth management and family office space.

"Our annual awards recognize excellence in wealth management, showcasing the very best operators in the private client industry—with 'independence,' 'integrity,' and 'genuine insight' the watchwords of the judging process," remarked Stephen Harris, ClearView Financial Media's CEO, and Publisher of Family Wealth Report.

Rockefeller Sustainability and Impact Investing Practice
The Rockefeller heritage of sustainability and impact investing dates back to the 1970s, when the family office began public and private investment programs that incorporated environmental, social and governance (ESG) criteria into the investment process.  We view sustainable investing as the search for solutions that can have an enduring financial value and a lasting impact.  We have long believed that this approach can be a competitive advantage.

We see this philosophy as leading in two complementary directions.  The focus on sustainability leads us to seek investment opportunities in far-sighted industries and firms with attractive future growth and income potential.  The use of impact investing leads us to look for situations where our presence as investors can have a positive impact on a firm's business priorities and corporate citizenship alike.

About Rockefeller & Co., Inc.
Headquartered in New York and with offices in Boston, Massachusetts, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller & Co. provides comprehensive investment and wealth management services to a diversified client base of families, trusts, foundations and endowments and other institutions.  As of March 31, 2015, the firm and its subsidiaries had approximately $43.5 billion in client assets under administration¹. For additional information, please visit www.rockco.com.

Please note that recognition by unaffiliated organizations should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Rockefeller & Co. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Rockefeller & Co. by any of its clients or representative of any one client's evaluation.  Rankings and recognitions issued by such organizations generally base their selections on information exclusively prepared and/or submitted by the recognized adviser.  

The Family Wealth Report's stated purpose of its 2015 industry awards is to recognize high-quality service and achievement at both the institutional and individual level in the U.S. and Canada.  As was the case for Rockefeller & Co., firms and individuals could nominate themselves and nominations could be submitted for more than one category.  The winners were selected by an independent panel of judges from across the wealth management and family office space, and from related businesses. For additional information, please visit www.fwreport.com.

Media Contact for more information:
Rockefeller & Co., Inc.
Kekst and Company for Rockefeller & Co., Inc.
Michael Herley
+ 1 (212) 5214897
[email protected]

¹ This number is as of March 31, 2015 and includes net assets under management of approximately $9.9 billion plus other non-managed assets for which Rockefeller & Co. and/or its subsidiaries provide other services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and tax and accounting. Information management services are provided by Rockit Solutions, LLC.

SOURCE Rockefeller & Co., Inc.

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