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

How does the Private Bank enable clients to pursue their sustainable investment objectives?

The Private Bank offers managed opportunities, alternative investments and tailored exposure to capital markets. Sustainable investment portfolios seek to deliver our best thinking in asset allocation, manager selection and portfolio construction utilizing the same investment management framework as our traditional portfolios.

Read more about How does the Private Bank enable clients to pursue their sustainable investment objectives?

Why is process paramount in sustainable investing?

Sustainable investment options have proliferated in recent years, but not all are created equal. ESG scores do not tell the full story; a deep fundamental analysis of a company or a portfolio manager’s investment processes is therefore essential.

Read more about Why is process paramount in sustainable investing?
play 19.33

Harlin Singh and Sir Ronald Cohen | Part 1

What are the differences between ESG and impact investing?

Watch now about Harlin Singh and Sir Ronald Cohen | Part 1
play 22:02

Harlin Singh and Sir Ronald Cohen | Part 2

Geopolitics is likely to drive impact investments. Listen to part 2 of 3 for more on the impact revolution.

Watch now about Harlin Singh and Sir Ronald Cohen | Part 2
play 14:07

Harlin Singh and Sir Ronald Cohen | Part 3

Greater transparency will be the foundation of a new impact economy, as Sir Ronald Cohen says in the third of a three-part conversation.

Watch now about Harlin Singh and Sir Ronald Cohen | Part 3

Articles

Read some of our sustainable investing insights into the key issues for you and your wealth.

Meet our people

Harlin Singh Urofsky

Head of Sustainable Investing
Citi Wealth

Meet our wealth expert

Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers. She also served as an adjunct professor of impact investing at USC’s Marshall School of Business.

Harlin holds an undergraduate degree in finance from Rutgers University and a master’s in public administration from New York University.

is-the-rapid-rise-of-esg-sustainable

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.

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