Investing to make a difference
CFG impact investing includes environmental, social, and governance (ESG) factors into the evaluation and decisions making process of your investment portfolio. Often referred to as ESG or Socially Responsible Investing, the goal of impact investing is to align your personal values with your investment decisions.
Developing a socially responsible strategy and screening your investments can help you make a positive impact on the world. Some examples of ESG criteria may include a company’s track record with polluting the environment, diversity in the workforce or political lobbying.
Investing in what matters
Our process takes ESG investing to the next level by creating a customized investment strategy that aligns with your comprehensive financial plan.
1.) We start with defining your investment goals such as retirement planning, college savings or wealth building.
2.) We discuss and define your values profile based on what criteria you find most important. For example you may want to exclude companies that are known polluters or you may want to focus on companies that are renewable energy innovators.
3.) We use MSCI® and Morningstar® ESG research tools to select your investments and build a custom diversified portfolio.
4.) We periodically review and adjust your portfolio if necessary to make sure you are on track to meet your goals.
Investing with confidence
Socially Responsible Investing or ESG has grown tremendously over the last few years and is very popular these days. While we are thankful that so many investment managers have decided to focus on this cause, we also recognize that not all funds are created equally. With hundreds of funds and ETFs to choose from, all with different screening rules, it can be overwhelming.
It is important that you focus on picking the right investments that reflect your values. It is also important to consider your entire financial picture when selecting investments and to not ignore diversification and performance factors.
You want to work with an advisor who can help you navigate the ESG investment landscape. We can help you build a customized portfolio that reflects your values, while making sure that you are not sacrificing returns or diversification to achieve your goals.