ESG Investing: Get the Facts

What is ESG Investing?

Socially conscious investors use three main criteria that fall under the acronym “ESG,” when creating investment portfolios. ESG stands for Environmental, Social, and Governance.

Environmental
Environmental criteria might measure a company’s conservation efforts, pollution, and water conservation.

Social
Social factors may include worker health and safety, privacy and security, and community involvement.

Governance
Governance criteria may refer to shareholders’ rights, transparency, ethics, and fraud.

Why Invest Now?

ESG Investing Is In Demand.

Investors now consider ESG factors across $8.72 trillion of professionally managed assets, a 33% increase since 2014. These assets now account for more than one out of every five dollars under professional management in the United States.

The Market Has Changed – In Your Favor.

The cost of investing and implementing ESG portfolios was not as economical as it is today. However there has been a huge expansion in the offering of funds that consider investment logic and ratings, and ESG costs have significantly lowered.

In the past, one may have had to sacrifice the risk-return trade-off when investing in ESG funds. Private Ocean’s models offer risk-adjusted returns at costs similar to traditional portfolios.

Our Approach

We take our role as fiduciaries seriously, while we want to offer our clients investment solutions with a strong ESG profile, it is also important that this is not done at the expense of a less solid investment portfolio. Thanks to innovations in technology and investment products, we offer ESG solutions that combine the best of both worlds: A cost-effective, sound and well-diversified ESG investment portfolio that captures market returns through ethical investing.

Learn more about ESG Investing and download the Fact Sheet. 

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the  future  performance  of  any  specific  investment,  investment  strategy,  or  product (including  the  investments  and/or  investment  strategies  recommended  or  undertaken by Private Ocean,  LLC [“Private  Ocean”]),  or  any  non-investment  related  content,  made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated  historical  performance  level(s),  be  suitable  for  your  portfolio  or  individual situation,  or  prove  successful.    Due  to  various  factors,  including  changing  market conditions  and/or  applicable  laws,  the  content  may  no  longer  be  reflective  of  current opinions  or  positions.    Moreover,  you  should  not  assume  that  any  discussion  or information  contained  in  this  blog  serves  as  the  receipt  of,  or  as  a  substitute  for, personalized investment advice from Private Ocean.  Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or  if  you  would  like  to  impose,  add,  or  to  modify  any  reasonable  restrictions  to  our investment advisory services. To the extent that a reader has any questions regarding the applicability of any  specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is  neither  a  law  firm  nor  a  certified  public  accounting  firm  and  no  portion  of  the  blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for  review  upon  requestor  at www.privateocean.com. Please  Note: Private  Ocean does not  make  any representations  or  warranties  as  to  the  accuracy,  timeliness,  suitability, completeness,  or  relevance  of  any  information  prepared  by  any  unaffiliated  third  party, whether  linked  to Private  Ocean’s web  site  or blog  or  incorporated  herein,  and  takes  no responsibility   for   any   such   content. All   such   information   is   provided   solely   for convenience  purposes  only  and  all  users  thereof  should  be  guided  accordingly. Please Also  Note: If  you  are  a Private  Ocean client, Please  advise  us if  you  have  not  been receiving account statements (at least quarterly) from the account custodian.