Personalized Socially Responsible Investing Portfolios/Strategies.
ESG and SRI Strategies
Increasingly our clients are requesting that their investments are utilized not only to generate good returns, but that they’re invested in a “Socially Responsible” manner. Termed ESG or SRI investing, this strategy for investing aims to achieve both competitive rates of return and a positive impact on the environment and society as a whole.
ESG and SRI Criteria are a set of standards for a company’s operations that socially conscious investors use to evaluate potential investments.
- Environmental criteria look at how a company performs as a steward of the natural environment.
- Social criteria examine how a company manages relationships with its employees, suppliers, customers and the communities where it operates.
- Governance deals with a company’s leadership, executive pay, audits, internal controls and shareholder rights.