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Socially Conscious Investors

Socially Conscious Investors

Socially Conscious Investors

You care about the environment and social causes. Aligning your values to your investment strategy is important to you, but you aren’t willing to sacrifice investment performance.

You want an investment strategy that can considers optimizing financial return and social or environmental wellness.

Being a Socially Conscious Investor does not mean you have to sacrifice performance or invest in contradiction to your personal values.


What does Sustainable Investing Look Like?

Environmental Social Governance (ESG)

An approach to investing recognizing:

  • Environmental concerns such as climate change and sustainability
  • Social concerns including diversity, human rights and consumer protection
  • Governance of corporations such as management structure, employee relations, executive compensation, and employee compensation

Socially Responsible Investing (SRI)

  • Also known and Sustainable or Responsible Investing
  • SRI seeks “Impact” by examining the nature of businesses, corporate values and other aspects of the companies such as what is sells or how money is made.

ESG and SRI investing can also be viewed as a risk management tool. Through screening out investments that are detrimental to society, or have poor governance practices, investors may avoid negative impacts of increased regulatory scrutiny, or scandals resulting from poor corporate behavior. *

*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.

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