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.
We’ll Help You Consider:
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.
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
Analyze Global Markets
A multifaceted analysis, including fundamental, quantitative and relative strength measures, determines areas with most opportunity.
Develop Risk Allocations
Various risk allocations are developed by combining equity and fixed income ETFs that are focused on socially responsible factors.
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!