We have made it a part of our practice to assist clients in aligning their investments with personal values. We understand the importance of sustainable and responsible investing aka Impact Investing.
ESG criteria measures a company’s performance as it relates to environmental, social, and governance factors. For example, companies that reduce their carbon footprint, maintain compliant labor practices, or promote board diversity would all fulfill ESG standards. These practices foster company sustainability and, contrary to some concerns, may improve profitability.
ESG investing enables individuals to support what they value, like environmental sustainability or gender equality, without necessarily having to sacrifice the financial success of their portfolio. Although this practice can be a powerful tool for clients, we fully understand that many individuals don’t have the time or inclination to research their portfolio investments in such a rigorous manner. Because of this, we assist clients interested in ESG investing in matching their personal values to their portfolio selections. In doing so, our clients’ investments become not just a financial decision, but also an expression of personal values with tangible benefits.
How We Can Help
We build portfolios that include mutual funds, ETFs, and stocks from a variety of investment firms utilizing different approaches to the ESG concept. Some funds may follow a more traditional ESG approach; others focus on environmental issues, while still others specialize in governance matters to make sure the companies they invest in are good corporate citizens.
In all cases, we strive to build investment portfolios that match your risk profile and are well diversified by asset type and geographic region in the same manner we build non-ESG portfolios. So, if you’re attempting to address a specific social or environmental issue, we can help you by employing a targeted approach within your portfolio.
This investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.