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ESG Investing

Incorporating environmental, social and governance considerations into investment due diligence


Investing for Sustainability

Sustainable investing is a general term for investing to achieve one’s long-term financial goals while also making a positive impact.  There are many terms used to describe this approach to investing including responsible investing, sustainable investing, and environmental, social and governance or “ESG” investing.  ESG investing is the practice of incorporating environmental, social and governance (“ESG”) considerations into the investment process.  Increasingly, investors are seeking ways to incorporate their personal values into their investment portfolios.

There are different approaches that can be taken to help achieve those goals.  The approach that generally comes to mind when people think of responsible investing is excluding investments that do not align with one’s values.  A more contemporary approach is to consider ESG criteria as part of an investment security selection process.  Another approach considers social, industrial or demographic trends, and another actively direct investments with the intention of making a positive social or environmental impact. 

GBB believes that integrating ESG factors into a comprehensive investment process may contribute to delivering reasonable risk-adjusted financial returns over time and better align an investment portfolio with an investor’s values.  We also believe offering ESG investment options to our clients is part of being engaged with our community.  When coupled with robust fundamental analysis, we believe considering ESG issues provides for a more thorough investment analysis and can lead to improved investment decision making.

Environment

  • Climate change and carbon emissions
  • Air and water pollution
  • Biodiversity
  • Deforestation
  • Energy efficiency
  • Waste management
  • Water scarcity

Social

  • Customer satisfaction
  • Data protection and privacy
  • Gender and diversity
  • Employee engagement
  • Community relations
  • Human rights
  • Labor standards

Governance

  • Board composition
  • Audit committee structure
  • Bribery and corruption
  • Executive compensation
  • Lobbying
  • Political contributions
  • Whistle blower protections


Want to learn more about sustainable investing with GBB?



Please Note: Environmental, Social and Corporate (ESG) Investing Limitations. There are potential limitations associated with allocating a portion of an investment portfolio in socially responsible mutual and exchange traded funds (the “Funds”) (i.e., Funds that have a mandate to avoid, when possible, investments in alcohol, tobacco, firearms, oil drilling, etc.). The number of the Funds are substantially few when compared to those that do not maintain such a mandate. The Funds could underperform broad market indices. Investors must accept these limitations, including potential for underperformance. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Genovese Burford & Brothers Wealth and Retirement Plan Management, LLC (“GBB”), will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request.

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