LongView Asset Management

LongView Asset Management is a pioneer and thought-leader in the sustainable investing movement, and we believe it is crucial to consider the effects our investments have on the world we leave for future generations. As stewards of client’s assets, we engage with companies and technologies that support rather than exploit humanity without sacrificing expected returns.

LongView is the first Registered Investment Advisor in New Mexico to become a Certified B Corporation. Unlike conventional companies, Certified B Corps are legally required to consider the impact of their decisions on their workers, suppliers, clients, community, and the environment.

Established in 2002, LongView grew out of its founders' common values and shared approach to sustainable investing and client service. We come from diverse backgrounds of institutional finance and academia but have chosen to devote ourselves to a practice centered on personal relationships. Our company is grounded in the ideals of transparency, responsibility, and attention to our clients’ individual needs.

Between us, we bring decades of experience to bear on our daily jobs as investment advisors as well as a global perspective gained from years of working in the world’s major financial centers.

Though we are an SEC-registered firm and have clients around the country, we call New Mexico home. Santa Fe offers us an inspiring natural environment as well as a fascinating and diverse culture. We are active participants in our community and volunteer our time to a range of nonprofits and charitable organizations.

Purpose

Our mission is to make money a force for good. We help clients achieve their financial goals while aligning their investments with their values, without sacrificing potential returns.

Doug Lynam

Partner, LongView Asset Management

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We believe it is vital to state clearly to the world the set of our beliefs about Inclusive Capitalism. As such, we start with our Statement of Guiding Principles for Inclusive Capitalism. Knowing that words alone are not enough, each of us is making a series of commitments about how we will operate our institutions so that they help achieve Inclusive Capitalism. These commitments are forward-looking statements based on current goals, expectations and assumptions, which are not guarantees of future performance. For more information, please refer to our Terms of Use

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Summary

LongView will increase the diversity in senior management positions by 25% by 2026.

Activities & Initiatives

Promote gender and racial diversity among senior management positions.

Measures & Targets

LongView will increase the diversity in senior management positions by 25% by 2026 through inclusive hiring practices.

SDG Focus Area(s):

Summary

LongView will invest 100% of new client assets in environmentally and socially responsible funds by 2022.

Activities & Initiatives

To protect the future we are investing for.

Measures & Targets

LongView will invest 100% of new client assets in environmentally and socially responsible funds by 2022.

SDG Focus Area(s):

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Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.