Our approach

Investing with purpose is the evolution of our years customizing portfolios for clients. Sustainable investing is where investors seek varied financial and sustainability outcomes depending on their investment objectives. It encompasses four main approaches, including socially responsible investing (including ethical investing), ESG integration, thematic investing, and impact investing.

In this insights hub, we explore important considerations, market trends and sustainable investment options. Learn more about the rapid rise of sustainable investing, how to evaluate companies’ sustainability practices and more.  

Citi Private Bank's approach to ESG investing

We understand that sustainability means different things to different people. At Citi Private Bank, we call our approach to sustainability “Investing with Purpose.” A common misconception is that investing with purpose requires sacrificing some financial return. However, our research shows that may not be the case. Harlin Singh, Global Head of Sustainable Investing, explains our Investing with Purpose platform, and how we are helping clients meet their ambitions.

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Citi Private Bank's approach to ESG investing

We understand that sustainability means different things to different people. At Citi Private Bank, we call our approach to sustainability “Investing with Purpose.” A common misconception is that investing with purpose requires sacrificing some financial return. However, our research shows that may not be the case. Harlin Singh, Global Head of Sustainable Investing, explains our Investing with Purpose platform, and how we are helping clients meet their ambitions.

Sustainable investing at the Private Bank

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CITI

Environmental, Social and Governance Report 2022

The 2022 edition explores our progress toward meeting our $1 trillion sustainable finance goal, how we are lifting up local communities, expanding access to finance and enhancing diversity within our organization.

We will be exploring some of these and other initiatives before long.

Find out more
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Sustainability and Sustainability Risk 
 Sustainable / Sustainability: In environmental science, the quality of not being harmful to the environment or depleting natural resources, and thereby supporting long-term ecological balance. Sustainability presumes that resources are finite and should be used conservatively and wisely with a view to long-term priorities and consequences of the ways in which resources are used. Within context of sustainable development, operating practices that meet the needs of present users without compromising the ability of future generations to meet their own needs, particularly with regard to use and waste of natural resources. UNESCO assigns four dimensions to sustainable development - society, environment, culture and economy. 
Sustainability Risk: Risk of an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of an investment. The financial position of the investments in the portfolios managed by a portfolio manager may deteriorate due to the environmental, or social, or governance risks these investments are exposed to, which in turn may impact the market value of investments.
ESG 
There are numerous environmental, social and governance (ESG) data providers that evaluate companies on their ESG performance and provide reports and ratings. Report and ratings methodology, scope and coverage, vary greatly among providers. 
 ESG (“Environmental, Social and Governance”) within an investment context, is an umbrella term for investment approaches that seek to incorporate environmental, social and governance considerations in security selection and investment management, with the aim of achieving a more sustainable, responsible and/or ethical investment outcome