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“At its core, ESG investing is about influencing positive changes in society by being a better investor,” says Hank Smith, Head of Investment Strategy at The Haverford Trust Company.
Environmental, social and governance (ESG) investing is a strategy you can use to put your money to work with companies that strive to make the world a better place. ESG investing relies on independent ratings that help you assess a company’s behavior and policies when it comes to environmental performance, social impact and governance issues.By: E. Napoletano, Benjamin Curry, Contributor and Editor respectively of Forbes Advisors, March 1, 2021
We can ALL be sustainable investors. The doors to sustainable investing have been opened to all investors, no matter their net worth and no matter their level of issue specific expertise. At Atlas we have encountered sustainable investors who:
In 2021, the Morgan Stanley Institute for Sustainable Investing released a study, Sustainable Funds Outperform Peers during 2020 Coronavirus. The Institute found that in a year of extreme volatility and recession, funds focused on “on environmental, social and governance (ESG) factors, across both stocks and bonds, weathered the year better than non-ESG portfolios.”
What were the leading issues?
Atlas Wealth Strategies can provide the resources, tools and management advice to get you started. We can provide access to professionally managed LPL Research portfolios, comprised of mutual funds or ETFs, that have funds from the leaders in the field.
Socially Responsible Investing (SRI)/Environmental Social Governance (ESG) investing has certain risks based on the fact the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forego some market opportunities and the universe of investments available will be smaller.