Kimberly Terry, CFP®, AIF

CONNECT

Address:

2323 Broadway
Oakland, CA 94612

Phone:

510-788-4071

SRI and ESG

What is SRI investing and why is it so important?

SRI

SRI are initials that stand for Sustainable Responsible and Impact Investing. It is about investing with a conscience and with forethought. It is recognizing that money makes a difference. It is a reflection of investors who want to do more with their money than just make money.

Sustainable

Sustainable reflects the fact that investors are looking to direct investment capital in a more positive, healthy, transformative way and hopefully create a more sustainable future.

Responsible

Responsible is about paying attention. Paying attention to how your money is actually working in the world and taking responsibility for the kind of impact it is having.

Impact

Socially conscious investors have always been interested in making a positive impact with their money. They want to invest in companies that are going to create a future that is good for everybody.

 

Better companies, lower risk and increased profit potential

ESG

Environment, social and corporate governance (ESG) are three primary issue areas where ESG qualitative analysis is applied to companies.

Environment

It has been discovered through practical experience as well as academic research that companies who manage their environmental impact are well managed companies.

Social

Companies are increasingly willing to work with shareowners and other stakeholders who through corporate engagement address ESG topics including equal opportunity employment, sustainable resources, climate impacts, the rights of indigenouos peoples and much, much more.

Governance

Companies that are well governed tend to be more profitable than their competitors in their own industry groups. Companies with a culture of treating people well especially those on the list of 100 Best Companies to Work For in America tend to be outperformers.

What future do your investments support?

 

"To every action there is always opposed an equal reaction."

–Isaac Newton

 

Contact Me

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck