Socially Responsible Investing

Socially responsible investing is simply choosing to invest in well-managed companies that act responsibly towards shareholders, communities, employees, consumers, and the environment.
Sustainable investing is the integration of environmental, social and governance (ESG) factors into financial analysis and decision-making.
Alternative names: mission investing, responsible investing, double or triple bottom line investing, ethical investing, sustainable investing, or green investing.
Those businesses that adapt to today's environmental & societal concerns may be tomorrow's leaders. The shareholders will be the beneficiaries of their success. As such, identifying these companies and investing in them, could lead to both financial and societal rewards.
A socially responsible/sustainable investor:

  • Seeks a competitive financial return on their investments, like all investors
  • Wants to enable today's generations to enjoy social wellbeing, a vibrant economy and a healthy environment without compromising the ability of future generations to enjoy the same.
  • Understands that corporate responsibility and societal concerns are valid parts of investment decisions.
  • Desires to encourage corporations to improve their practices on environmental, social, and governance issues. 

Socially responsible and sustainable investing spans a wide and growing range of products and investments, from stocks, exchange-traded funds (ETF), bonds (ETN), mutual funds, and money market funds to savings, checking and other banking accounts, to venture capital.
Socially responsible and sustainable investing can also work to enhance the bottom lines of the companies in question and, in so doing, might deliver more long-term wealth to shareholders. In addition, socially responsible and sustainable investors seek to build wealth in underserved communities worldwide. With socially responsible and sustainable investing, investors can put their money to work to build a more sustainable world while earning competitive returns both today and over time.
Please contact us if you want to incorporate socially responsible and sustainable investing into a comprehensive financial plan of action, implementation, and ongoing review.