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Sustainable Investing

What is Sustainable Investing?

Sustainable investing takes into consideration traditional security analysis along with environmental, social and corporate governance (ESG) concerns.

Sustainable investing is a pursuit to invest in areas and companies best positioned to solve some of the world’s biggest problems. It takes environmental, social, and corporate governance issues into consideration in an attempt to create a better future. Recently, improved quantitative data and competitive returns have made these strategies more mainstream. The basic belief is that good corporate practices may lead to better long-term corporate performance and outcomes.

ESG information and screening provides insights into measurable metrics such as environmental impact and immeasurable metrics such as brand and reputation by measuring company management decisions that affect operational efficiency and future strategic directions.

There is increasing recognition that ESG factors can be critical to a company’s long-term performance. We see more investors are looking to integrate sustainability and ESG insights and data into their traditional investment processes.

Examples of ESG Considerations


  • Climate Change
  • Natural Resource Scarcity
  • Pollution
  • Biodiversity
  • Energy Efficiency
  • Water
  • Clean Technology


  • Diversity
  • Community Relations
  • Human Rights
  • Labor Standards
  • Data Privacy
  • Health and Welfare
  • Product Liability


  • Ethical Standards
  • Board Composition
  • Executive Compensation
  • Lobbying
  • Political Contributions
  • Accounting Practices
  • Ownership & Control

Talk to us about how sustainable investing might work for you

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More

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. | (920) 380-7056