February 26, 2019


Perhaps you have heard of Sustainable and Responsible Investing. It is also known as Impact, Green, Ethical or Socially Responsible Investing ("SRI"), and is any investment strategy which seeks to consider both financial return and social/environmental good to bring about a positive change.  

SRI is not a new idea but it is a growing one, and we think for good reason.  Recent data indicates that analyzing a company's environmental, social, and corporate governance practices can help identify investments with better long-term prospects and potentially lower risk.

For concrete examples of how Environmental, Social, and corporate Governance (ESG) factors can impact an investment, take a moment to read the selected article below from LPL Financial, and then join us on April 11th for a Conversation on Sustainable and Responsible Investing.     NAVIGATE TO EVENT PAGE

If you would like to learn more about how to invest in Sustainable and Responsible Investing, contact me: or view our upcoming event A CONVERSATION ABOUT SUSTAINABLE AND RESPONSIBLE INVESTING. 


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To
determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly. Unmanaged index
returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment.
Any economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all
market environments. There can be no assurance that any stated investment objectives will be achieved.
SRI and ESG investing are subject to numerous risks; chief amongst these is that returns may be lower than when decisions are based solely on
investment considerations.


The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the
aggregate market value of 500 stocks representing all major industries.
MSCI KLD 400 Social Index is a capitalization weighted index of 400 U.S. securities that provides exposure to companies with outstanding environmental, social,
and governance (ESG) ratings and excludes companies whose products have negative social or environmental impacts. The parent index is MSCI USA IMI, an
equity index of large, mid and small cap companies. The Index is designed for investors seeking a diversified benchmark composed of companies with strong
sustainability profiles while avoiding companies incompatible with values screens.

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