ESG — environmental, social and governance — is not a separate sleeve in Logan's portfolios. It's a lens applied across every allocation: who operates the business, how risks are managed, what the long-term licence to operate looks like. For clients who want capital actively directed toward sustainability, impact and intergenerational alignment, Logan can also build dedicated ESG-screened and impact-focused allocations.
Investment opportunities that integrate environmental, social and governance considerations into capital allocation. The opportunity set spans climate-solutions infrastructure (renewables, storage, transmission, water), sustainable real estate, social-impact private credit, ESG-screened public-market strategies, and impact-focused venture capital.
Capital is reallocating toward sustainability at scale — regulatory, institutional and consumer pressure are all moving the same direction. The economic returns are competitive with mainstream alternatives in most asset classes, and for many clients, the alignment matters as much as the financial outcome. Boston Global Wealth's culture of giving back informs how we think about ESG.
Through ESG-screened versions of approved private-credit and infrastructure strategies, dedicated sustainability funds on BGW's APL, and selective impact co-investments sourced through Boston Global Group's network. Logan can build an entire portfolio along ESG lines, or layer it across an existing one.
Liquidity follows the underlying asset class — open-ended sustainable credit and infrastructure funds offer monthly or quarterly redemptions; closed-end impact funds run 5–10 year terms. Risks include greenwashing (which manager selection and BGW IC review address), thematic concentration, and policy risk.
Logan will tell you straight — whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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