ESG is the most common criteria or set of standards that help advisors and investors evaluate what is important to an investor to help determine the type of “socially responsible” portfolio that may be the best fit.
We help investors determine how strongly they feel about the main items in each category.
Environmental | Social | Governance |
Climate change and carbon emissions, greenhouse gas | Women’s Rights | Executive compensation |
Air and water pollution | Diversity policies | Audit committee structure |
Energy efficiency, nuclear, fossil | Human rights | Employee Relations |
Waste management | Labor standards | Shareholder rights |
Water scarcity | Pay Equity | Bribery and corruption policies |
Natural resources: Biodiversity and deforestation | Consumer protection | Lobbying activities |
Animal welfare | Political contributions |
Our Unique Approach
Read more about how we create a diversified portfolio with SRI mandates that match your needs.