We all want to do our part to make the world a better place. For some investors, that means putting their capital towards causes they believe in, which can be achieved through socially responsible investing.  Socially responsible investing recognizes that an investment’s worth isn’t only in its potential short- and long-term returns; instead, with a socially responsible investing strategy, an investor can create a portfolio that aims to generate appropriate financial returns while also incorporating that investor’s goals for social change.  There are a few different terms you may hear when you learn about socially responsible investing, including environmental, social, and governance (ESG) investing, socially responsible investing (SRI), and/or impact investing.

• With ESG investing, investments are selected not only based on traditional fundamental analyses, but also based on the underlying environmental, social, and governance practices of the investment.
• SRI involves eliminating or selecting investments based on a defined set of values (such as only investing in companies with a focus on environmental sustainability).
• Impact investing involves investing in companies with specific goals and values believed to make a positive impact on society.

While completely optional, many Means Wealth clients make ESG, SRI, and/or impact investing considerations to ensure their portfolio reflects their beliefs and values.

At Means Wealth, we are committed to developing financial strategies suited to you and your goals. If those goals include supporting a cause via ESG, SRI, and/or impact investing, we will help you integrate those objectives into a plan that works for your financial life.*

*We will only integrate ESG, SRI, and/or impact investing into your portfolio if these options fit your overall objectives and goals.