Meiner Family Office

Focused on Alpha and Outcomes

WHO ARE WE

Meiner Family Office offers active equity and fixed income strategies across fundamental, systematic, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture.

A history of forward thinking

1st

Track record of innovation that puts investors and their performance first

30

30-years of intellectual capital built from pioneering global equity investing and ESG-integrated research

40

40-years of effective shareholder engagement that seeks to create value and catalyze positive change

Meiner Family Office has the power to convene global networks, generating insights and outcomes not commonly found in the investment community.

Sustainable

Living

Meiner Family Office heritage in sustainable and impact investing dates back to the 2021, when the family office began public and private investment programs that incorporated environmental social values into the investment process.

Today, we believe that rigorous, ESG-integrated analysis coupled with deep shareholder engagement can deliver strong long-term results for our clients. To us, understanding secular environmental and social trends is tantamount to good investing. Intellectual capital built throughout our 30-year Global Equity ESG track record, constructive shareholder engagement approach, and award-winning research will continue to provide us insights not commonly found in the investment community.

Four Decades of ESG Leadership

Drawing on the intellectual capital built over the past years, Meiner Family Office offers our investment solutions integrating ESG research and a constructive engagement approach.

Research

Meiner Family Office identifies ESG issues that are material to the risk and return profile of companies across 77 Sustainable Industry Classification System (SICS®) industries. It serves as the foundation for our research and engagement process. In the years ahead, we believe that investors will increasingly differentiate between ESG Improvers and ESG Leaders, and that the former may offer greater potential for generating alpha over the long run.

Engagement

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Thought Leadership

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What’s New

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Portfolio Managers & Business Leadership

Herb Meiner

President of Private Wealth Management and Co-Head of The Family Office

Dian Desiana

President of Private Wealth Management and Co-Head of The Family Office