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ESG Responsible Investing

Responsible investing is more than avoiding “sin” stocks. It’s about making investments that positively impact our environment, social responsibility and corporate structures, while also focusing on positive returns. Also known as ESG investing, this approach considers the sustainability and societal impact of each investment. We believe that money is simply a tool, and when put toward the right purposes, can help improve the futures of our communities.

As Responsible Investing gains ground, more investment managers are offering ESG-focused investments. But not all responsible investment strategies are created equal. Our integration of fundamental research, ESG data analysis, and direct company engagement helps align your investments with your values — without losing focus on performance. Our comprehensive approach is built on Calvert's Four Pillars of Responsible Investing:

  • Performance
  • Research
  • Engagement
  • Impact

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. following statement may also be required based on content: The return of an SRI/ESG strategy may be lower than if the advisor made decisions based solely on investment considerations.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.