ESG Investing

ESG Investing

For Ethical Investment Decisions

Investing in Energy, Social, & Governance Issues


The securities we manage in our ‘ESG portfolio’ are screened for a wide range of social criteria and are selected in a conscientious way. We carry out in-house research on environmental, social, and governance issues (ESG), as well as use various third-party research and reporting services.

Primarily:

We endeavor to avoid holdings in industries that are intrinsically unacceptable, such as tobacco, weapons of war/handguns, fossil fuels, mining, companies promoting unhealthy eating, those engaged in heavy manufacturing, etc.

Instead, we select sustainable companies based on how well they respect all of their stakeholders, direct and indirect. This list includes their employees, vendors, customers, communities, and (of course) the natural environment.

No company is perfect. No company can function with wholly untarnished operations and a pristine track record on all (or even any single) ESG issues. But high quality companies that have ESG firmly in their view, and are, within reason, adopting these items as vital guiding principles in how they conduct themselves and run their business are good candidates for the portfolio.

ESG-focused companies report and update investors regularly on a broad array of metrics, including:

  • Emissions
  • Carbon footprint
  • Water consumption
  • Labor and diversity standards
  • Human rights practices
  • Philanthropy
  • Product safety matters
  • Customer satisfaction
  • Employee fulfillment
  • Other issues linked to ESG goals

Not only are we interested in a company’s core attitude on sustainability, but we are consistently evaluating them on these reported metrics. What their goals are; how and when they achieve them; and new targets set in order to promote continued progress in pushing the ESG movement forward.

Companies that appear in our ESG portfolios as a result of these positive screens and evaluation must still meet our high financial standards and business analysis requirements that underscore good long-term investing. We respect our clients’ ability to reject any investments we select for moral reasons of their own.