You no longer need to separate good fortune from good will. An impressive body of academic evidence and real-world experience has effectively busted the myth that doing something good with your money will automatically result in lower returns.
You can make money and help to transform society in many positive ways. The broad range of competitive sustainable and responsible investment opportunities permits the development of a diverse, well-balanced portfolio for nearly every socially conscious investor.
However, all investing involves risk, and each portfolio will perform differently depending on when it was invested, your time horizon, how much exposure you have to various markets, and other factors, including consumer prices and inflation.
It's common for investors to ask whether a portfolio that uses sustainable and responsible investing (SRI) strategies and considers environmental, social, and governance (ESG) criteria will perform differently than a portfolio that does not consider SRI or ESG factors. The best way to approximate possible performance is to discuss your goals and expectations with your financial advisor. You can view profiles of network advisors and contact any of them to discuss your situation.
When companies lead the way on environmental, social, and governance issues, we believe this reflects forward-thinking management overall. One measure of responsible portfolio performance, the MSCI KLD 400 Social Index, has outperformed the S&P 500 since inception in 1990.
Our fees are transparent and fully disclosed. Fees are based on assets under management, so our motivation to retain you as a client is closely aligned with your desire to grow your investment portfolio while benefiting from ongoing professional investment management services.