Socially Responsible Investing

Investing In your Values: Environmental, Social, and Governance (ESG) Factor

You’re likely aware of how specific investments in your portfolio relate to your overall financial goals. But did you know that your investments can also reflect your personal values?

Environmental, social, and governance (ESG) investing—also referred to as sustainable investing—allows you to tailor your investments to issues that matter to you most. Going beyond socially responsible investing (SRI), ESG investing incorporates a set of standards, aligning a company’s operations and strategy with principles related to environmental responsibility, social concerns, and corporate governance.  

Making your money make a difference

The idea grew out of a growing awareness of pursuing financial goals while promoting societal well-being.  By choosing an ESG/sustainable investment vehicle, you can select companies whose concerns tend to match the issues you care about and avoid companies that operate contrary to your values.  For example, you might choose to invest in companies that promote the:


  • Energy Efficieny
  • Waste management compensation
  • Air and water pollution
  • Water scarcity


  • Human rights
  • Labor standard
  • Employee engagement
  • Community relations
  • Customer satisfaction


  • Board composition
  • Executive compensation
  • Employee engagement
  • Lobbying activities
  • Audit committee structure
  • Corruption policies