Exponent Investment Management
Leading Investment Firm Exponent works closely with clients to build up an investment portfolio that’s tailor-made for their personal goals and financial situation. This begins with a series of meetings where the firm’s advisors take stock of a client’s income sources, savings accounts and investments.
This is followed by a more in-depth assessment where the company examines a client’s goals, time horizons and risk tolerance. From here, the advisor can create a customized investment strategy and suggest how to proceed.
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The company also offers unlimited meetings with an advisor so that clients can truly understand their financial plan and the options available to them. In addition, it provides clients with access to unbiased guidance because it’s not affiliated with any financial institutions.
The company has a strong presence in Ireland with offices on Merrion Square and its latest fund is backed by an Irish strategic investment fund. It has already invested in several Irish-based founder or corporate owned businesses including H&MV, a Limerick specialist in high voltage engineering and design; Ethos Engineering, a Dublin leader in sustainable data-centre design services; and Chanelle Pharma, a leading manufacturer of veterinary and medical generic pharmaceuticals.
As part of its efforts to identify and unlock potential, Exponent is committed to integrating ESG principles into its operations and with its portfolio companies. It has implemented a system, Novata, which streamlines its ESG data collection processes. It has been credited with helping the firm integrate ESG principles into all aspects of its business.
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