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Sustainable Investing

Environmental, Social, Corporate Governance

More investors have become interested in aligning their values of sustainability with their investment pursuits.  Watch the Webinar above as Peter Succoso from Sherpa Financial hosted Kara Succoso Mangone, Chief Operating Officer of Goldman Sachs’ Sustainable Finance Group, Sam Adams, Chief Executive Officer of Vert Asset Management and Larry Swedroe, Chief Research Officer with Buckingham Strategic Wealth. 

ESG, or environmental, social, and governance evaluates how corporations utilize their capital and strategies to accomplish goals around environmental and social issues.  Below is a closer look at the three criteria used to evaluate companies for ESG investing:

  • Environmental.  This can include a company’s carbon footprint, toxic chemicals involved in its manufacturing processes and sustainability efforts that make up its supply chain.
  • Social.  Social factors include everything from diversity in both the executive suite and staff overall, inclusion programs and hiring practices.  It even looks at how a company advocates for social good in the wider world.
  • Corporate Governance.  This includes everything from issues surrounding management structure, employee relations, and employee/executive compensation.
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