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Qualified Professional Asset Manager

As a QPAM, the Bank represents an ERISA plan by taking fiduciary responsibility with respect to its transactions or investments. We provide transaction advisory and investment management services, so trustees can be reassured that an independent fiduciary is monitoring a plan’s transactions and investments. As a QPAM, we uphold ERISA fiduciary standards to protect plan participants and beneficiaries, eliminate self-dealing, and ensure “arms-length” transactions.

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This summary has been provided on a confidential basis for discussion purposes only and does not constitute an offer to provide any services. A complete description of services will be set forth in the Investment Management Agreement. The information contained herein is not complete and may change at any time without notice. Amalgamated Bank does not have any responsibility to update the presentation to account for such changes. Amalgamated Bank makes no representation or warranty, express or implied, with respect to the accuracy, reasonableness or completeness of any of the information contained herein. The information contained herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice or investment recommendations.

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Investing in good

Environmental, Social, and Corporate Governance (ESG) considerations have long been a bedrock of our investment management philosophy.

Putting our mission into action

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With the launch of the “Hate Is Not Charitable Campaign”, the Amalgamated Foundation announced to the world that we would not sit quietly while organizations that promote hate continue to work the system to benefit their abhorrent actions.

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Does it really matter if a bank is socially responsible?  Who cares what the bank does with your money, just as long as it is there when you need it?  We care. At Amalgamated Bank, we believe banking – and the entire financial sector for that matter – must be responsible for its social and environmental impact. 

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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.