Investing with purpose

Investing with purpose is the natural extension of our years customizing portfolios for clients. In this insights hub, we explore the different ways you can incorporate sustainability into your investment decisions and potentially create positive socio-economic change. Our original insights explore various sustainable investing initiatives and how you may make socially responsible investment choices. Learn more about the rapid rise of ESG investing, how to evaluate companies’ sustainability practices, and more below.  

Citi Private Bank's approach to ESG investing
We understand that sustainability means different things to different people. At Citi Private Bank, we define our approach as Investing with Purpose. A common misconception is that investing with purpose requires concessionary returns. However, our research shows that is not the case. Harlin Singh, Global Head of Sustainable Investing provides insight into our Investing with Purpose platform, and how we are helping clients meet their ambitions.
Citi Private Bank's approach to ESG investing
We understand that sustainability means different things to different people. At Citi Private Bank, we define our approach as Investing with Purpose. A common misconception is that investing with purpose requires concessionary returns. However, our research shows that is not the case. Harlin Singh, Global Head of Sustainable Investing provides insight into our Investing with Purpose platform, and how we are helping clients meet their ambitions.

Sustainable investing at the Private Bank

Meet our people

Global Head

Harlin Singh Urofsky

Global Head of Sustainable Investing
Citi Global Wealth
Harlin's LinkedIn profile
We enable investors to pursue simultaneous societal change and competitive financial returns.

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.

Global Head

David Bailin

Chief Investment Officer
Citi Global Wealth
David's LinkedIn profile
“The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.”

David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He has been a co-founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.

CITI

Environmental, Social and Governance Report 2021

Citi is committed to building a more sustainable planet, a fairer society, and driving economic progress. We share our activities and performance in our annual environmental, social and governance (ESG) report. The latest edition highlights initiatives such as financing the low-carbon transition and our commitment to net zero by 2050, accelerating our $1 trillion sustainable finance goal, advancing equity and diversity, and our long-standing support for affordable housing projects in the US.

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