More and more individuals are seeking to integrate their personal values with their approach to investing, as evidenced by the increasing popularity of sustainable investing.
StrategicPoint is pleased to present a solution to investors who desire a balance between values and investment goals.
StrategicPoint's Sustainable Investing Portfolios
Socially conscious investing is not new.
What is new is the improved viability of incorporating environmental,
social and governance factors into a traditional fundamental approach to investing.
Larger fund choices, greater corporate transparency and reporting,
enhanced metrics and lower costs all combine to enable StrategicPoint
to offer sustainable investing portfolios to complement our traditional
asset allocation investment approach.
Choice of four sustainable investing portfolio models: Aggressive Growth, Growth, Balanced & Conservative
Use of Morningstar’s Sustainable Ratings of fund options
Focus on ESG integration and positive/negative screening as part of traditional fundamental analysis
Concentration on risk and performance measures alongside responsible investment parameters
Examples of EGS Factors, Issues and Risks
Climate change & carbon emissions
Air & water pollution
Energy usage & efficiency
Waste disposal & management
Conservation of natural resources
Gender & diversity policies
Labor standards & practices
Data protection & privacy
Management & board structure
Policies on risk mitigation
Disclosures & reporting
Learn More About Sustainable Investing
To learn more about why we feel Sustainable Investing is important, read our most recent blog on this topic by Managing Partner and CIO Betsey A. Purinton, CFP®.