Ever question the integrity of companies in your portfolio?
Sustainable investing is the practice of evaluating investment portfolios based on environmental, social and corporate governance criteria. It doesn’t mean we don’t invest in things like technology or medical devices or Screening may involve including strong corporate social responsibility performers, avoiding poor performers, or otherwise incorporating CSR factors into the process of investment analysis and asset management.
We actively try to include companies that have strong sustainability rankings with issues such as good employer-employee relations and strong environmental practices. Conversely, we attempt to avoid investing in companies whose products and business practices are harmful to individuals, communities, or the environment. We work with each client to see what they would like to stay away from in their portfolio or possibly push more into, but always keep the risk profile of the client in mind.