Sustainable Insight Capital Management (SICM) offers investment advisory services for equity portfolios to clients both in the US and internationally. SICM manages these portfolios with discretion, offering customized strategies that may include US and/or global securities, with consideration given to ESG factors and industry exclusions. SICM also provides model investment portfolios to certain accounts where they don't handle trade execution or have direct client contact. SICM has been in business since 2013.
Fee Structure
SICM typically charges 0.45% per year for U.S. core strategies and 0.55% per year for core strategies that include international securities. However, existing clients may pay up to 1% per year. These fees are negotiable. In some subadvisory arrangements, SICM may charge lower fees that are tiered based on the amount of assets managed.