Investment Management
Creating a sound blueprint for the future
Committed to your investment needs
For over 40 years, Amalgamated Bank has been a stable and reliable source of investment management services.
Our experienced team works with you to provide a flexible set of options, approaching each investment with discipline and integrity.
Comprehensive investment platform
Wide range of products and services
- Offering a broad range of index and actively managed funds
- Funds span Equity, Fixed Income, Quantitative and Alternative strategies
- Traditional and values-based investments
Robust returns
A focus on performance
- Investments offering a range of risk and return profiles across stocks, bonds and alternative assets
- Low-cost index products that closely track their benchmarks
Personalized client service
Concierge account management
- High-touch client service from experienced professionals who understand your investment objectives
- Personalized communication from a dedicated team
- Online platform with real-time account holdings and information
Why Amalgamated?
Block
$40 billion
in custody and investment assets under management
B Corp
meeting high standards of social and environmental performance, accountability and transparency
45 years
helping those who do good, do better
How we’re different
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corporate and social responsibility
Amalgamated Bank works hard every day to support the most powerful change makers in America. We have the honor of standing with thousands of leaders of social change – nonprofits, foundations, labor unions, and more - as they take on complex, deeply rooted issues affecting hundreds of millions of lives.
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Amalgamated Bank history
Today, I am proud to announce that we are the first bank in the United States to increase our minimum wage to $20 an hour for all full-time employees. By raising our minimum wage, we are continuing to honor our roots in the labor movement and to do our part in creating greater access and opportunity for our workers and their families.
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environmental sustainability
While sitting in your living room at home, a 0.9 Fahrenheit degree increase in temperature might not send you running to crank up the air conditioner but when it comes to permanently heating the entire planet, it has the potential to cause some serious problems.