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Align your principles with your portfolio and wealth plan.
As the world celebrates Earth Day on April 22, we also celebrate our commitment to a more sustainable future for our planet and the need to safeguard not just the environment (the E in ESG), but also the social (S) and governance (G) tenets we hold dear. Every day.
ESG is at the core of one of our equity offerings, and can be important to clients who want their portfolios to mirror their principles. Learn more from our papers and podcast episodes; then, consider reaching out to an advisor about incorporating sustainable values in your portfolio for the betterment of global health and wealth. ESG issues can be financially material, and may result in risks or opportunities that impact the long-term value of investments.
We research investments in an effort to reveal how they measure up when seen through these lenses:
Environmental
Are they responsible stewards of the planet, in terms of issues that include emissions intensity, water waste, carbon production, and renewable usage?
Social
How well do they meet the needs of employees, customers, supplier, and community stakeholders, as far as worker health and safety, equal opportunity, human rights policies, and more?
Governance
Are they accountable, fair, and transparent, in terms of how they conduct themselves on board of director compensation and independence, voting rights, etc.?
Related Articles and Insights
Financial Risk Viewed Through an ESG Lens
Investing often relates to how we categorize risk. ESG is a lens we can use to do just that. To talk about how the ESG lens is used to classify risk bands, Tony Roth, chief investment officer, was joined by Cyrus Lotfipour, CFA, Executive Director, ESG Research at MSCI, Inc.
Listen >Sustainable Investing: Redefining Investing for the Long Term
We delve into sustainable investing—its origins, where it stands, and where it’s headed, as well as the million-dollar question of whether it’s possible to do good and do well, from an investment returns perspective.
Read >Decarbonizing the Energy Supply
As a massive shift takes place toward an investment in renewables, the path forward will depend on the degree to which all stakeholders take action to reduce emissions. What are the inherent challenges and opportunities?
Read >Our Blue Planet
CIO Tony Roth and Director of the Woods Hole Oceanographic Institution Dr. Peter de Menocal discuss the exploitation and regeneration of this important ecosystem in part one of the series, Preserving Our Largest Ecosystem. The conversation continues in Solving the Climate Crisis Through CO2 Removal, as they focus on new technologies to increase the ocean's ability to absorb and store CO2, and how it may take us a step closer to solving our climate crisis.
There is no guarantee that integrating environmental, social, or governance (ESG) analysis will provide improved risk-adjusted returns over any specific time period. The evaluation of ESG factors will affect the strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor. Third-party trademarks and brands are the property of their respective owners. CFA® Institute marks are trademarks owned by the Chartered Financial Analyst® Institute.
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