ESG Integration

Ever question the integrity of companies in your portfolio?

ESG integration is the practice of evaluating investment portfolios or mutual funds based on environmental, social and corporate governance criteria. 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 enterprises that have strong sustainability rankings with issues such as good employer-employee relations, strong environmental practices and operations that respect human rights. Conversely, we avoid investing in companies whose products and business practices are harmful to individuals, communities, or the environment.  All of our client portfolios contain these ESG principles.  Impact investing is not an opt-in.  Maximizing positive impact while still reaching your financial goals is our fiduciary duty.