ESG Investing

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important. Socially responsible investing has evolved and may be referred to by different names, such as “sustainable and responsible investing”, “values-based investing”, or “ESG” for environmental, social, and governance.

Is ESG a good fit for you?

Whatever term is used, ESG is usually characterized by a set of principles that govern how investments are selected. ESG metrics are not typically part of mandatory financial reporting, although companies are starting to make disclosures in their annual reports regarding their level of sustainability as more and more investors use ESG investments.

Institutions, such as the Sustainability Accounting Standards Board (SASB), the Global Reporting Initiative (GRI), and the Task Force on Climate-related Financial Disclosures (TCFD) are working to form standards and define material requirements to make it easier for investors and advisors to evaluate companies for ESG.

Are you uncomfortable investing in companies associated with activities that are considered unethical?

We focus on the identification and evaluation of ESG companies ensuring that our clients have access to this universe of investment options.

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