Tolleson Wealth Management
Climate Impact & Sustainability Data (2020)
Reporting Period: 2020
Environmental Metrics
ESG Focus Areas
- Philanthropy
- Social Justice
- Racial Equality
- Community Investment
- Impact Investing
Social Achievements
- Hosted webinars with experts on COVID-19 and racial justice.
- Organized socially distanced community service projects.
- Maintained bank operations throughout the pandemic.
- Made a record number of new loans.
- Seamlessly transitioned to remote work.
- Implemented new technology for better reporting and document sharing.
- Hosted a record number of family meetings.
Climate Goals & Targets
Environmental Challenges
- COVID-19 pandemic and its economic impact.
- Social and racial justice issues.
- Uncertainty surrounding future economic growth and policy changes.
Mitigation Strategies
- Adapting to remote work and new technologies.
- Increased equity exposure and made private distressed credit investments.
- Added to technology and life sciences investments.
- Made changes to high yield bond portfolios.
- Actively monitoring investments and sourcing future opportunities.