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Environmental, Social, and Governance Investing 

Personal Values, Positive Impact

As a boutique wealth management firm, we are sensitive to our client's unique passions and values. Investors are increasingly focusing on a company's roles in environmental, social and governance (ESG) issues. We work with our clients to build custom portfolios that best align investments with their values. Financial returns are still a major consideration, and our clients look to us to solve for both. 

ESG Investing - the consideration of environmental, social and governance factors alongside financial factors in the investment decision making process. 

ESG investing quantifies risks that aren't measured by traditional analysis, for example, a company's environmental impact, working conditions, or accounting practices. A higher scoring ESG rating may reduce various risks including negative headlines and may indicate stronger management and business. 


  • Carbon emissions

  • Clean energy 

  • Resource sustainability

  • Supply chain management


  • Human rights

  • Community relations

  • Employee relations

  • Diversity policy 

  • Work and safety standards 


  • Executive leadership

  • Accountability

  • Shareholder rights

  • Corporate culture

  • Corruption policies 

Growth of ESG Investing 

From 2016 to the start of 2018, sustainable investing in the five major markets grew 34% to $30.7 trillion. In the United States alone, sustainably managed assets grew 38% during those two years. 

  • Institutional adoption - 70% of institutional investors in Canada, the US and the UK say they apply ESG principals to investment decisions

  • Global challenges - flood risk, demographic shifts, regulatory pressures, privacy and data security may also cause investors to reevaluate a traditional approach to investing 

  • Corporate standards - 80% of the world's largest corporations use global reporting initiatives standards. ESG practices in companies can result in better operational performance and build competitive advantage

  • Millennial investors - this segment will inherit the largest wealth transfer in history and are two times more likely to be interested in investment dedicated to solving issues

Interesting Reads

We Are Entering the Third Era of ESG Integration

Increase in ESG citings on earnings calls 

Responsible Investing in APAC

ESG in Fixed Income

Do Diverse Companies Outperform?

The Importance of ESG Investing for HNW Investors 

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