ESG or Sustainable Investing is for people looking to align their values with their investments and make a difference for themselves, for their communities, and for the world at large.
Aligning Your Values With Your Finances
We help clients make investments so that bettering the world in which we live in and growing their wealth go hand-in-hand. Part of that is creating well-diversified investment plans to deliver solid risk-adjusted performance by investing in companies with positive performance among environmental, social and governance (ESG) criteria.
Investing sustainably and responsibly does not mean sacrificing your own financial success. For example, the transition to a low-carbon economy represents an estimated $50T opportunity1. 195 governments2 and 3,500+ companies3 have already committed to carbon reduction.
Although it can be difficult for individual investors to decipher between which companies do the most good through the ESG criteria used to set them apart, you don’t have to face this alone. ZRC Wealth Management has been involved in ESG investing since way before it was even called values-based investing.
ZRC’s Sustainability Efforts
- Reduction of fuel emissions and energy use by offering virtual meetings instead of live meetings.
- Contribution to the sustainability of our forests by providing client data via a web portal rather than paper statements.
- Use of recycled printer paper for documents we absolutely must print.
- Giving back to causes such as Redwood Trails Alliance, Youth Homes and the Cancer Support Community San Francisco Bay Area.
Sustainable Investment Considerations
- Carbon emissions
- Air and water pollution
- Green energy initiatives
- Waste management
- Water conservation
- Employee gender and diversity
- Privacy and data security
- Community involvement
- Customer satisfaction
- Company sexual harassment policies
- Human rights at home and abroad
- Board members diversity
- Political contributions
- Shareholder rights
- Executive pay
- Significant lawsuits
- Transparency and ethics
Environmental, Social & Governance Today
ESG investing is mainstream now; investors have many options to align their investments to where they want to see the change in the world.
And although it can be difficult for individual investors to decipher between what companies are good through the various forms of ESG criteria used to set them apart, you don’t have to face this alone. Our firm has been involved in ESG investing since way before it was even called values-based investing.
If you’re interested in learning more about ESG & Sustainable Investing, download our brochure.
1 Source: Intergovernmental Panel on Climate Change (IPCC), “Mitigation Pathways Compatible with 1.5°C in the Context of Sustainable Development,” in An IPCC Special Report on the impacts of global warming, 2018.
2 Source as of 6/12/22: Climate action tracker https://climateactiontracker.org/climate-target-update-tracker/
3 Source: as of 8/4/22: Science based targets. https://sciencebasedtargets.org/companies-taking-action#do-i-need-a-license-to-use-the-data