The Dow Group believes that the goal of investing is more than just financial growth
Sustainable Investing, an approach that integrates Environmental, Social and Governance (ESG) criteria, is becoming a much sought-after strategy.
Through Sustainable Investing, not only can investors aim to make a positive impact on society and the environment, they can potentially improve the risk/return characteristics of their portfolios by factoring Environmental, Social and Governance (ESG) criteria into their investment decisions.
Whereas Conventional Investing is focused on risk/return, and Philanthropy seeks solely to benefit charities and causes without return or income consideration, Sustainable Investing looks to accomplish both in varying degrees along a spectrum of possible outcomes.
The Objectives of Sustainable Investing include:
- Encouraging positive Environmental, Social or Governance practices
- Aligning investments with personal values
- Potentially improving portfolio risk/return characteristics
The paths to pursuing effective global stewardship and possible growth are coming together in the investor mindset. Let The Dow Group show you how to incorporated Sustainable Investing into a well-defined, long-term investment plan, that addresses global challenges, while achieving your personal financial goals.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.
