SUSTAINABLE INVESTING

Would you like to align your investment goals with your values?

Sustainable investing is not new but has evolved over the years from excluding certain companies and industries based on beliefs (i.e. gambling, tobacco, alcohol).

Today, instead of excluding certain companies or industries, investors can target specific companies that make an impact and focus on positive environmental, social and corporate governance practices, also known as “ESG”

Environmental

  • Climate change
  • Emissions
  • Carbon footprint
  • Infrastructure

Social

  • Employee treatment & engagement
  • Racial & gender diversity
  • Public stance on social issues

Governance

  • Executive Compensation
  • Board & Executive Diversity
  • Shareholder transparency

Socially Responsible Investing (SRI) / 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.