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Sustainable investing provides a mechanism for customers to align their personal values with their investment objectives and choose investment products that are meaningful to them.
The environmental component requires research into a variety of elements that illustrate a company's impact on the Earth, in both positive and negative ways.
Evaluating a corporation's environmental record could include:
The social component consists of people-related elements like company culture and issues that impact employees, customers, consumers, and suppliers -- both within the company and in greater society.
Evaluating a corporation's social record could include:
The corporate governance component relates to the board of directors and company oversight, as well as shareholder-friendly versus management-centric attitude. ESG investors analyze how corporate managements and boards relate to different stakeholders, how the business is run, and whether the corporate incentives align with the business's success.
Governance topics include:
Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.