ESG Investing

ALIGNING VALUES WITH INVESTMENTS

An Environmental, Social and Governance “ESG” style of investing involves a focus on high standards of respect for the environment, society and corporate governance in conjunction with financial factors throughout the investment decision-making process.

ESG is as much about having high standards for conduct as it is about identifying industry leaders that are addressing specific challenges across these pillars. It is widely believed that integrating ESG screening can assist in risk management and potentially support a better determination of a company’s financial performance. As an investor, this means actively seeking out companies and investments that are not only acknowledging but also taking action on sustaining our environment, having respect for employees and communities, as well as being transparent in accountability and corporate governance. The concept here is that these principles are not just about “doing good” but equally being potentially rewarding to corporate success.

ENVIRONMENTAL

Relating to corporation and issuer efforts to drive sustainability through business operations and diminish climate-related risks.

SOCIAL

Concerning a commitment to employees and workplace standards, diversity and human rights, maintaining a high standard for consumer engagement and integrity in business.

GOVERNANCE

Relating to corporate accountability and transparency in business dealings, exhibiting responsible guidance and stewardship of capital, and identifying and developing boards with appropriate diversity and expertise to provide oversight and risk management.

ENVIRONMENTAL

Relating to corporation and issuer efforts to drive sustainability through business operations and diminish climate-related risks.

SOCIAL

Concerning a commitment to employees and workplace standards, diversity and human rights, maintaining a high standard for consumer engagement and integrity in business.

GOVERNANCE

Relating to accountability and transparency in business dealings, exhibiting responsible guidance and stewardship of capital, and identifying and developing boards with appropriate diversity and expertise to provide oversight and risk management.

At Vahanian & Associates, we believe in a culture of caring and have always strived to approach business in the same manner. In simple terms, we too believe in “doing good”. If you are a proponent of sustainable investing, we understand this is a personal journey and we can support your unique set of beliefs and values while adhering to the pursuit of your investment goals. As an advisory firm, we believe you should feel comfortable voicing what your investments mean to you and what you want from them. We understand every client is different and we strive to tailor our approach to the unique qualities inherent in your core beliefs and personal goals.

If you would like to learn more and speak with us directly about our sustainable investment approach and focus on “ESG” Investing, give us a call or schedule an appointment. You can also learn more about how we engage with our clients and the processes by which we get to know each other here.

Your goals, your life, our guidance. Let’s build a future together.