Align your financial goals with your personal values

For many investors, financial considerations are the top priority when making decisions about asset allocation or individual securities. But there is increasing demand for responsible investing strategies that allow you to go beyond these financial factors to make investments that support your deeply held personal beliefs in addition to helping you build and preserve your wealth.

A growing trend

Responsible investing encompasses a number of investing approaches you may have heard of, including Socially Responsible Investing (SRI), Environmental, Social, and Governance Investing (ESG), and Impact Investing.

Responsible investing assets have more than doubled in the last five years, according to the Forum for Sustainable and Responsible Investment growing from $3.7 trillion in 2010 to $8.1 trillion in 2016. That means that one out of every five dollars under professional management in the United States is involved in a responsible investing strategy.

A sensible investment

Beyond supporting the causes or beliefs you hold dear, responsible investing can have a positive impact on performance. A 2012 meta-analysis by DB Climate Change Advisors of more than 100 academic studies found that incorporating ESG data in investment analysis is “correlated with superior risk-adjusted returns at a securities level.”

A matter of choice

Responsible investing offers a high degree of flexibility. First, determine what is important to you. Then identify how you want to act on your beliefs by using:

  • SRI best practices to withdraw support from securities issuers you don’t want to put your financial support behind;
  • ESG best practices to proactively support securities issuers who are “best actors” in terms of the priorities you wish to promote; or
  • Impact investing best practices to put your capital to work finding solutions for causes that are meaningful to you.

Simple changes; big impact

Simple changes to how you invest may help make a dramatic impact on both your financial life and the change you want to see in the world. Contact me today to learn more or set up a free consultation.

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If you would like to learn more about responsible investing and how this strategy might work for you, please fill out the form below.

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