Sustainable Investing

Want to make a positive impact on the world with your investment dollars by investing with your heart AND your head?

We value the environment, admire companies that are socially responsible, and believe in the value of good governance. We have found a way to help our clients take advantage of this new era of “investing with their hearts.”

Our Definition of Sustainable Investing:

There are many definitions of Sustainable Investing. Our method combines traditional investment approaches with environmental, social, and governance (ESG) insights to help manage risk and enhance long-term return. As always, we remain evidence-based.

ESG Factors Considered in Investment Choices:




Climate change and carbon emissions Health and safety of employees Board and executive diversity
Air and water pollution Data protection and privacy Executive compensation
Waste management Community relations Business ethics
Water stress Customer satisfaction Lobbying activities
Natural resource conservation Human rights Audit committee structure

ESG Effects on performance:

  • 90% of the cost of capital studies show that sound sustainability standards lower the cost of capital.1
  • 88% of the studies show that solid ESG practices result in better operational performance of firms.2
  • 80% of the studies show that stock price performance is positively influenced by good sustainability practices.3

Choose Our Environment, Social, and Governance Investing portfolio if you want:

  • An opportunity to participate in traditional financial markets while at the same time making a difference in areas that are important to you
  • To be part of the solution to some of the world’s challenges
  • Vote with your capital
  • Honor your personal values
  • Transfer your values to the next generation
  • Help create the future you want

 Source 1,2,3: Oxford University Smith School of Enterprise and the Environment and Arabesque Asset Management (2015). “From Stockholder to Stakeholder.”