Top Menu

Sustainable Investing

Sustainable Investing, Socially Responsible Investing (SRI), Environmental, Social, Governance (ESG) Investing

Socially Responsible Investing
Sustainable investing, socially responsible investing (SRI), environmental, social, governance (ESG) investing, impact investing, thematic investing, socially conscious investing, green investing, … There are many investment approaches and philosophies in this area and the terminology can be confusing.

The United Nations describes sustainable development as: “development that meets the needs of the present without compromising the ability of future generations to meet their own needs.”

Sustainable investing is generally considered the umbrella term used to include most of these related investment approaches.

SRI and ESG Investment Approaches

Sustainable Investing

Socially responsible investing (SRI) and environmental, social, governance (ESG) investing are two of the more common terms and investment approaches within sustainable investing.

SRI adopts a form of exclusionary screening that sets minimum standards for a company’s business practices based on a specific set of criteria. Companies are either excluded or included in a particular investment fund.

An investment fund may increase, decrease or completely eliminate a specific company based on their analysis and criteria.

ESG investing implements a framework or set of criteria used to evaluate a company’s environmental, social and governance risks and practices.

SRI and ESG Areas of Focus

ESG Investing

Areas of focus in SRI & ESG investing can include:

  • carbon emissions
  • efficient energy
  • waste management
  • pollution mitigation
  • labor standards
  • health
  • safety
  • product liability
  • personal privacy
  • board structure
  • executive compensation
  • corporate corruption

Align Your Investments With Your Values

Sustainable Investing has been growing over the past decade and there are increasing numbers of investment vehicles available to institutional investors and to the public. The investment approaches and selection criteria of these investment vehicles vary widely.

We can help determine the sustainable investment approach that may best align with your values.

Contact us to learn more.

Contact Us