ESG Investing

Wealth Management

ESG Investing

Also known as responsible investing, ESG strategies refers to an investment style seeking financial return, in addition to long-term benefit on society. Underlying holdings are evaluated based on financial factors, as well as Environmental approach, Social impact, and Governance in the business environment. Also evaluated, is ability to mitigate the risks associated with these areas. ESG models empower investors to promote companies who best align with their beliefs1.


Protection & Conservation
  • Biodiversity & Land Usage
  • Climate Change
  • Renewable Energy
  • Water Conservation
  • Recycling Practices


Relationships within their Community
  • Consumer Protection
  • Diversity & Inclusion
  • Labor Standards
  • Privacy & Data Security


Leadership & Company Standards
  • Accounting
  • Board Structure
  • Business Ethics & Fraud Corruption
  • Executive Compensation

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Click below to contact a financial advisor about ESG investing.

Related Reading

Portfolio Perspectives: Sustainable, Responsbile & Impact Investing

Once a niche corner of the financial services industry, the practice of aligning investment portfolios with inveswtor principles is going mainstream.

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Sustainable investing focuses on companies that demonstrate adherence to environmental, social and corporate governance principles, among other values. There is no assurance that social impact investing can be an effective strategy under all market conditions. Different investment styles tend to shift in and out of favor. In addition, a strategy’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors, or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. 1. Wanstreet, Dan. Sustainable, Responsible & Impact Investing. Wells Fargo Advisors, 2019.

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