WHAT IS ESG INVESTING?
These are examples of ESG criteria but not a complete list. Souce: 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 reveals sustainable competitive advantage and helps mitigate potential long term risk.
- 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. (Instead of just shareholders?).
How interested are you in sustainable investing (also known as impact investing) which is 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?
Sources: Morgan Stanley table/research, Business Roundtable, Investopedia
- All Mutual Funds and Exchange Traded Funds (ETFs) are handpicked and based on high ranking ESG scores and positive impact on ESG issues.
- All 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.