To The Point! - Responsible Investing
RI or ESG Definition: RI stands for Responsible Investing. ESG stands for the Environmental, Social, and Governance factors that play a role in a type of investing also known as... that's right! "Sustainable" or "Responsible" investing. RI is an investment practice that screens and values companies that do everything from actively managing their carbon footprints to ensuring labour laws are being upheld and promoting women's equality in the workplace.
These kinds of investments seek to generate positive returns, absolutely, but also to have an eye for the long-term impact on society, the environment, and the mission and social benefits of the business itself.
Three reasons why Responsible Investing in a Global Sustainable platform is well suited for your portfolio:
1) One decision - Equity and fixed income investments can be strategically combined in a single diversified solution.
2) Innovative - You will be invested in companies on the cutting edge of resource optimization and fixed income opportunities focused on positive change.
3) Measurable impact - Always get a by-the-numbers look at how your money is being put to work improving Society and the environment.
Socially responsible, global equity solutions which avoid controversial businesses such as:
- Tobacco & alcohol - Gambling - Weapons and nuclear power - Adult entertainment, just to name a few
Emphasis is on on identifying best-in-class companies exhibiting favorable ESG characteristics using not just fundamental analysis and valuation metrics but often a unique, quantitative model (evaluating 50+ factors daily) to deliver strong risk-adjusted returns. High conviction weightings in generally 70-100 holdings with mid/large cap emphasis and no geographic restraints. Monthly rebalancing - Selected PMs can actively balance anytime at their discretion (average annual turnover 100%).
Never before has this form of investing become so important, especially in today's Covid-19 economy and turbulent investment marketplace.
Stay safe and stay well,