You can now invest in companies that support the values or causes you want to encourage. We actively work with leading fund managers in the SRI field to create portfolios that mirror each client’s values. SVA Plumb Financial uses Morningstar’s Sustainability Rating™ to update our II models and measure how well the holdings in a portfolio are managing ESG risks and opportunities relative to their peers. You can check your own investments using Morningstar’s new tool which evaluates most mutual funds’ global sustainability score.
It’s important to know your goals. One of the key questions for anyone interested in this type of investing is whether to invest broadly or concentrate on a specific issue or area. A narrow focus could leave you overly exposed to the risks of a single industry or company, while greater diversification could weaken the impact that you might like your money to have.
Consider the power of joining forces with like-minded investors who can collectively invest in funds that influence important choices felt around the globe.