Sustainable Investing Services

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 new 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