ESG PORTFOLIOS

INVESTING IN THE FUTURE
PORTFOLIOS ALIGNED WITH YOUR SOCIAL VIEWS

In today’s economy, cultural, and socio-economic issues have given the consumer and individual investor a voice in corporate boardrooms. Large mutual fund managers and pension funds are taking their clients’ environmental, social, and governance (ESG) concerns and demanding implementation of better corporate practices. In the modern world, well-run companies that manage ESG risks have a better chance at securing financing to fund future growth.

ENVIRONMENTAL

Control carbon emissions, preserve natural resources, biodiversity and land use, packaging and waste management, product carbon footprint.

SOCIAL

Human rights, product safety and liability, labor standards, chemical safety, data privacy, supply chain management.

GOVERNANCE

Business ethics, corruption, financial transparency, board diversity and oversight, anti-competitive practices.

Hand of Businessman
STATISTICS

78% of individuals worldwide say they want investments to align with personal values.

72% say they want their investments to do social good.

88% of ESG-focused companies show better operating performance and cash flow.

9 out of 11 sectors show stocks with higher ESG scores have lower earnings volatility.

PORTFOLIO RESULTS
  • Investments aligned with your social views without sacrificing returns.
  • Corporate revenue growth and competitive advantages.
  • Increased efficiency, accountability, and profitability.
  • Bonds that strengthen families and communities.

READY TO LEARN MORE?

RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

Recession_Graphic 2022
Are We Heading into a Recession, or Not?
Are we there yet? Oh, the familiar refrain that many parents endure this time of year while traveling. It is by now the familiar refrain that economists and investors are enduring daily.
CV Q2 2022
The Central View Q2 2022
Each quarter, our investment team provides details on the market and economy, bringing you the latest insights in an easy to follow video.
Crypto_Graphic
Cryptocurrency: Fad or Future?
There has been a lot of discussion over the past several years regarding cryptocurrency. If you feel like the whole idea of cryptocurrency is hard to understand, you are not alone.
The Impact of Inflation on Your Cash and Investments
Many of us understand and recognize inflation. What we don’t know is how high it will go or how long it will last.
Risk Tolerance_Graphic
Risk Tolerance: Choosing Between “Eating Well” or “Sleeping Well”
Investing is, and will always be, a balancing act between “eating well" and "sleeping well”.
Central View Q3 2021
The Central View Q3 2021

by Greg Berg, CFA, CAIA, MBA, Senior Vice President & Senior Portfolio Manager INVESTMENT OUTLOOK Global…

The Central View Q1 2021 Thumbnail
The Central View Q1 2021
Join our investment team for a look at our insights into the markets and the economy for the first quarter of 2021.
Desktop Calendar 2020
2020: The World Reshaped
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.