Socially Responsible Investing

When it comes to SRI and ESG, we get to know our clients and find out what is important to them so that we can build an SRI portfolio that reflects their values and objectives.

Social, environmental, and governance issues are the three that are covered under the SRI and ESG umbrella. 

Investing For Social Causes

This type of investing focuses on more equitable societies and respect for human rights. Some common issues covered might be gender and diversity policies, safety and quality controls, human rights and labor standards, and privacy and data security. 

Investing For Environmental Causes

For enviornmental causes, people are investing in companies that emphasize sustainability and resource efficieny and advocate for climate change, energy efficiency, natural resources, and pollution. 

Investing For Governance Causes

When trying to make a governmental impact when investing, an investor will normally look at a company's corporate behavior, corporate governance, accounting practices, and board practices to determine if their values are aligned.

When working with a client to get more involved with SRI and ESG, we start by walking through the four common SRI and ESG approaches to help clients figure out which approach is best for them.

The Four ESG Approaches