Sustainable Impact Investing
Connect with an Advisor

Please provide your name and email and we will have a member of our team contact you.

First Name*

Last Name*

Email*

Phone Number*


Sustainable Impact Investing: Align Your Investments with Your Values and Build a Greener World

Sustainable Impact Investing, also known as ESG investing, can bring long-term, environmental and responsible investing opportunities while staying true to values that can help make this world a better place.

 

What is ESG Investing?

This investing model works with three primary emphases: environmental, social and corporate governance.

Environmental

The environmental emphasis works on advancing and avoiding the impact on natural resources. Advancing means supporting and sustaining positive measures like renewable resources and environmental efficiency. Avoiding means eliminating or diminishing negative environmental investments like fossil fuels or waste production.

We believe companies that invest in renewable resources and diminish the use of depleting resources have a better long-term benefit and are better suited for future profitability.

Social

The social emphasis looks at a company’s diversity and inclusion in recruitment policies, including human rights issues and welfare of their employees as well as those of the companies they do business with.

Corporate Governance

The corporate governance emphasis considers the rights and responsibilities of a company’s leadership and establishing healthy corporate culture. These concerns include executive compensation and bonuses, equal and fair compensation for employees, clarifying and matching values with trade partners, positive employee and stockholder relations.

 

The Sustainable Impact Strategy seeks to invest in a portfolio of exchange-traded funds (ETFs) whose holdings have a positive environmental, social, governance (ESG) and impact characteristics. The ETFs used incorporate ESG screens or societal impact as part of their construction methodology while trying to keep costs low.

 

 


 

ESG INVESTING PROCESS

STEP 1: Analyze Global Markets

A multifaceted analysis, including fundamental, quantitative and relative strength measures, determines areas with most opportunity.

STEP 2: Develop Risk Allocations

Various risk allocations are developed by combining equity and fixed income ETFs that are focused on socially responsible factors.

STEP 3: Monitor & Adjust

The research team ensures that the portfolio is maintaining its focus on the socially responsible factors while simultaneously making sure the risk allocations are appropriately allocated to broad asset classes and regions.

 

 


 

Get started with ESG Investing

Financial Management has partnered with Carson Partners who currently manages the Sustainable Impact Strategy.

The Sustainable Impact Strategy seeks to invest in a broad suite of dedicated sustainable investment solutions with diversified portfolios that work within your risk profile, allowing you to align your capital with your values.

Let’s talk today about how your investments can impact tomorrow!

Set up an appointment by filling out the form on this page.