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 criteria might measure a company’s conservation efforts, pollution, and water conservation.
Social factors may include worker health and safety, privacy and security, and community involvement.
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.
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.
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.