For investors that want to align their socially conscious values with their investments, The Center Social Strategy may be appropriate for you.

Have you heard of ESG investing?

Socially conscious investors use environmental, social, and governance (ESG) criteria to screen investments seeking positive returns and long-term impact.

ESG criteria evaluates investments on a number of different factors:

EnvironmentalClimate changeWaste & pollutionDeforestationAnimal welfareManaging waste responsiblyUsing energy efficiently

Environmental

Climate change

Waste & pollution

Deforestation

Animal welfare

Managing waste responsibly

Using energy efficiently

SocialEqual opportunistsHuman rightsHealth & safetyFair wagesSupply chain managementCustomer & product responsibility

Social

Equal opportunists

Human rights

Health & safety

Fair wages

Supply chain management

Customer & product responsibility

GovernanceTax strategyCorporate risk managementExecutive compensationDonations & political lobbyingCorruption & briberyProtecting shareholder interests

Governance

Tax strategy

Corporate risk management

Executive compensation

Donations & political lobbying

Corruption & bribery

Protecting shareholder interests


 
 

Learn more:

Why Everybody Is Talking About It

ESG investing is growing...learn why this socially conscious strategy is gaining traction.

Not All ESG Funds Are Created Equal

There are four prominent Sustainable and Responsible Investment approaches that are most often used to develop a portfolio or mutual fund.

How We Construct Values-Based Portfolios

Learn how The Center designs social strategies and why ESG is chosen over other common methods.

 

Contact your advisor to discuss integrating values into your investment plan.