Currently, we have 20 different Socially Responsible portfolios, which are broken into two main categories:
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Traditional Socially Responsible –
This strategy, now more commonly referred to as Environmental, Sustatinable, and Governance (ESG), bundles the most common social issues that drive socially concious investors which include:
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Environment: emissions, recycling, energy efficiency, reporting/disclosure
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Workplace: diversity, employee relations, health & safety, and human rights
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Product Integrity: marketing/advertising, consumer complaints, and product health/safety
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Community: relations, philanthropy, lending practices
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Governance: shareholder rights, executive compensation, corruption, bribery, and fraud
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Socially Responsible with emphasis on alternative/renewable energy –
All of the same criteria above except we focus more of alternative/renewable energy.
*Note that this strategy does include greater risk because we are concentrating more in a particular industry which is compounded by the fact that alternative energy has historically tended to be even more volatile than traditional energy investments. However, we do still drive to create very diversified portfolios to manage risk and optimize returns for our clients.*
Below are a few of the investment companies that we partner with to create our SRI/ESG portfolios and their logos link to their corresponding websites, which explain more on their underlying investment strategies and principles:
