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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:
All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. All security transactions involve substantial risk of loss. Environmental, Social and Governance (ESG) Risk has factors that may cause the portfolio to forgo certain investment opportunities and/or exposures to certain industries, sectors or regions.