Consider a Sustainable Investment Portfolio Now

How you choose to invest can make a difference

If there was still doubt that sustainable investing has hit the mainstream, the globally connected events of 2020 eliminate it. Climate change, the urgent call for racial equality and the impacts of COVID-19 are requiring more of companies than ever before. These events also underscore why organizations that consider sustainability are positioned to succeed – and why those that don’t are likely to flounder.

Sustainable investing offers a path to better risk management and the potential to enhance long term returns. Additionally, how you choose to invest can make a difference.

A sustainable investment portfolio seeks to:

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Make a smarter allocation of capital to companies well-positioned for the long-term

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Encourage companies to adopt more sustainable business practices through proxy voting and engagement

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Encourage companies to reduce emissions, set reduction targets, mitigate climate risk and align with the Paris Agreement

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Encourage disclosure on company diversity and pay equity to ensure equality for all

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Encourage good stewardship with regard to treatment of workers, suppliers, customers, and local communities

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Make a positive impact on society by helping shape a healthier form of capitalism that works for all

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Improve risk management through the integration of ESG (Environmental, Social and Governance) analysis

Would you like to learn more about the case for sustainable investing?

Download “Why Move to a Sustainable Investment Portfolio Now” by Bud Sturmak, Perigon’s Co-Chief Investment Officer.

Let’s talk about how a sustainable Investment Portfolio could work for you.