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Sustainable and ESG Investing

You will have the ability to invest with portfolio managers dedicated to Environmental, Social and Governance (ESG) change. At Carlton & Company Financial, we’ve been assisting ESG-oriented investors since our beginning.

We want to understand any specific preferences on aligning your values with your investments. Our investment process utilizes managers with sophisticated ESG integration approaches. Customized sustainable and impact investing solutions may encompass funds (active or passive), ETFs or individual equities.

Over a full market cycle, you can expect an ESG portfolio to perform as well. The demand for companies to actively report and to adhere to sustainable practices has grown substantially, making investment in sustainable practices a more transparent process and allowing for more choice. With greater options come the opportunity to discern which companies are committed to high standards in this category.

Sustainable Investing – Who is Driving Its Growth?

The percentage of S&P 500 companies reporting their sustainability efforts increased from just 20% in 2011 to 82% in 2016. 1 Today that number exceeds 85%!

The increase is extraordinary. Consider that Morningstar®, the company recognized for developing the well-utilized investment rating system, recently introduced its Morningstar Sustainability Ratings. This was created to help evaluate how individual mutual funds and ETFs are meeting sustainable practices.

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Sustainable Investing – What the Research Shows

As of September 2016, 1,055 asset managers had signed the UN-backed Principles for Responsible Investment, committing themselves to incorporating sustainability issues into their investment processes1. Many studies have taken place on the merits of sustainable investing. However before I go farther, an introduction of what 'SRI' and "ESG' mean and how the terms evolved is warranted.

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