A SUSTAINABLE INVESTING PRIMER FOR INVESTORS
A sustainable corporation is one that creates profit for its shareholders while protecting the environment and improving the lives of humans. Sustainable investing is highly correlated with corporate environmental, social, and corporate governance (ESG) criteria.
ESG investing is a rules based investment selection process that identifies how strongly a corporation cumulatively scores across its environmental, social, and governance metrics. Stocks with higher ESG scores are favored over those with lower scores. In many cases, corporations that receive the lowest scores are eliminated from the portfolio entirely.
IMPACT INVESTING ACROSS OUR THREE PORTFOLIO STRATEGIES
Impact investing focuses on corporations and organizations working towards global aspirations such as renewable energy, affordable housing, healthcare, micro finance, reducing poverty, and education. Impact investing generally aligns with the United Nations Sustainable Development Agenda. While it would be technically inappropriate to categorize any of our strategies purely as an "impact investment" on its own, each of our portfolio options create more positive impact compared to a conventional investment strategy.