Make an Impact with Sustainable Investing
What is Sustainable Investing?
Sustainable investing, also known as ESG investing, integrates environmental, social, and governance (ESG) factors into the investment research process, complementing traditional financial analysis.
Understanding ESG Factors
ESG factors are significant drivers of change, impacting the environment in which companies operate and creating both risks and opportunities.
Environmental Factor
Evaluate a company’s stewardship of
the natural environment, including:
Air and water pollution
Biodiversity
Climate change and carbon emissions
Deforestation
Energy efficiency
Waste management
Water scarcity
Social Factor
Assess how a company manages relationships with its employees, suppliers, customers, and the communities it operates in, including:
Community relations
Data protection and privacy
Diversity
Employee engagement
Human rights
Indigenous inclusion and reconciliation
Labour standards
Governance
Consider the quality and fairness of a company’s leadership, executive pay,
audits and internal controls, and shareholder rights, including:
Audit committee structure
Board diversity
Bribery and corruption
Lobbying
Political contributions
Whistleblower schemes
Our Approach to Sustainable Investing
At our financial advising team, we take a thoughtful and client-centered approach to sustainable investing, aiming to align financial goals with personal values and long-term impact. Here’s how we approach sustainable investing for our clients:
Understanding Client Values
We begin by understanding our clients’ values and beliefs. Sustainable investing is deeply personal, and we tailor our approach to reflect each client’s priorities, whether they prioritize environmental stewardship, social justice, governance transparency, or a combination of factors.
Comprehensive Analysis
Our team integrates environmental, social, and governance (ESG) factors into our investment research process. This involves evaluating how companies manage these issues and assessing their impact on financial performance and risk management.
Customized Strategies
We offer a range of sustainable investment strategies tailored to meet diverse client objectives, incorporating ongoing consultation and adjustments as needed to align with changing market conditions and evolving client priorities.
Regular Monitoring and Reporting
We provide ongoing monitoring of sustainable investments, keeping clients informed about performance and ESG impact. Transparency and accountability are key as we strive to achieve both financial objectives and sustainability goals.
Education and Engagement
We educate clients about the evolving landscape of sustainable investing, empowering them to make informed decisions aligned with their values. We also engage with them regularly to ensure their investment strategies remain aligned with their evolving financial and ethical priorities.
