ESG is the most common criteria or set of standards that help advisors and investors evaluate what is important to an investor to help determine the type of “socially responsible” portfolio that may be the best fit.

We help investors determine how strongly they feel about the main items in each category.
 

Environmental

Impact on the planet

  • Climate change and carbon emissions, greenhouse gas
  • Air and water pollution
  • Energy efficiency, nuclear, fossil
  • Waste management
  • Water scarcity
  • Natural resources: Biodiversity and deforestation

Social

Impact on people

  • Women’s rights
  • Diversity policies
  • Human rights
  • Labor standards
  • Pay equity
  • Consumer protection
  • Animal welfare

Governance

How companies are run

  • Executive compensation
  • Audit committee structure
  • Employee relations
  • Shareholder rights
  • Bribery and corruption policies
  • Lobbying activities
  • Political contributions

 

Our Unique Approach

Read more about how we create a diversified portfolio with SRI mandates that match your needs.