We'll Create an SRI-Focused Portfolio That Makes a Difference
With much data available regarding socially responsible investing, company information and fund information, it can be hard to actually create a portfolio that accomplishes all goals. Many clients end up "wanting everything" and that can sometimes be difficult. This is why we take a disciplined approach to SRI that can help develop a diversified portfolio with SRI mandates.
- Discuss financial goals, concerns and short-term & long-term needs
- Identify and prioritize values/beliefs using ESG criteria
- Select funds with high ESG scores
- Utilize the Morningstar Sustainability Ratings to score ESG ratings of funds
- ESG mandate vs. ESG scores
- ESG focus on stock funds
- DFA Funds provide well diversified funds focused on either environmental or Social
- Diversify with bonds, RE, Commodities etc.
Contact us today and we can help create a porfolio that really can make a difference.