It can be described as SRI (socially responsible investing), ESG (environmental, social, governance), sustainable investing, or socially screened investing.
While there are many names for this rapidly growing segment of the investment world, they are all based on the desire to make money and do good at the same time. At Treehouse Wealth Advisors, we heartily endorse the increased interest in investing to promote social good —it’s one of the most effective ways we can vote with our dollars.
Examples of ESG criteria used by sustainable investors include:
Impact investors can be anyone from individuals and family offices to universities, foundations, pension funds, nonprofit organizations and religious institutions.
There has long been an argument that impact investing requires a “give up” on the performance side of the equation, but the numbers simply don’t bear that out. We have long held investments in the impact investing realm, and we are thrilled that the interest in this area is growing.
We offer an ESG Fund Criteria chart to show you how ESG funds we hold are positively and negatively screened. We also provide an ESG Questionnaire so you can identify your social concerns and values.
