Impact our world's sustainability.

What is ESG Investing?

ESG investing is investing in companies that score highly on environmental and societal responsibility scales as determined by third-party, independent companies and research groups.

The underlying premise is that there are certain environmental, social and corporate governance factors that actually impact business.  Considering those factors gives investors a more holistic view of companies, which can help mitigate risk and identify opportunities.

It is a potential path to investment performance, a way to reflect your values, and an opportunity to make an impact on the world.

Three criteria are typically used to evaluate companies and ESG investing.

Environment. 

What kind of impact does a company have on the environment? This can include a company’s carbon footprint, toxic chemicals involved in its manufacturing processes and sustainability efforts that make up its supply chain.

Social. 

How does the company improve its social impact, both within the company and in the broader community? Social factors include everything from LGBTQ+ equality, racial diversity in both the executive suite and staff overall, and inclusion programs and hiring practices. It even looks at how a company advocates for social good in the wider world, beyond its limited sphere of business.

Governance. 

How does the company’s board and management drive positive change? Governance includes everything from issues surrounding executive pay to diversity in leadership as well as how well that leadership responds to and interacts with shareholders.

For many people, ESG investing goes beyond these three criteria to address how a company serves all its stakeholders: workers, communities, customers, shareholders and the environment. 

We help our clients understand where their areas of interest lie and how to invest in ways that impact their dreams for our future. 

All investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss. Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.