ESG, formally known as Socially Responsible Investing (SRI), is an investment orientation emphasizing a company’s handling of environmental, social, and governance strategies.
What considerations go into sustainable investing?


Carbon emissions
Energy efficiency
Water scarcity
Waste management
Pollution mitigation


Diversity & workplace policies
Labor standards
Supply chain management
Product safety and usefulness
Community impact


Board structure
Executive compensation
Political contributions & lobbying
Bribery and corruption policies
Strategic sustainability oversight

Source: Morningstar

Benefits of ESG Investing

  • Actively addresses solutions to real global problems including climate change, social injustice and board diversity.
  • Enables investors the opportunity to align their personal values with their investments.
  • ESG analysis demonstrates sustainable competitive advantage and helps mitigate potential long term risk.
Cohen leadership high five
Transition to “Stakeholder Capitalism”
  • As generational wealth transfers to millennials, the importance of sustainable investing follows.
  • 95% of millennials are interested in sustainable investing.
  • “Stakeholder Capitalism” is the ideology that corporations serve the interest of all stakeholders both corporate and general public.

How interested are you in sustainable investing – the practice of making investments in companies or funds which aim to achieve market-rate financial returns while pursuing positive social and/or environmental impact?

general population graph
Millenials graph

Sources: Morgan Stanley table/research, Business Roundtable, Investopedia

Current ESG Funds Landscape
ESG Financial Graph
Stakeholder Capitalism in Action
Karel Capital Inc. Maintains a Model ESG Portfolio
  • Mutual Funds and Exchange Traded Funds (ETFs) are handpicked and based on high ranking ESG scores and positive impact on ESG issues.
  • Mutual Funds and ETFs have a Morningstar Sustainability score of 3 or higher
    Approximately 85% of holdings received a Morningstar low carbon score.
  • Using industry leading 3rd party sources including Sustainalytics/Morningstar, MSCI, and ISS for ESG scores and sustainability ratings.