Sustainable and responsible investing is about more than just investing with your wallet. It’s about investing with your heart. More than ever, we hear from clients that they want to know where their money is being invested. But with most people receiving exposure to the market through exchange-traded funds, it can be challenging to get a handle on exactly where your dollars are going.

The answer is found in a sustainable and responsible investing strategy with Evergreen.

Different funds have emerged that enable our clients to invest in a variety of industries and topics that are near and dear to many of their hearts. Among them, we’ve helped clients invest in:

  • Environmental preservation
  • Sustainability
  • Renewable energy generation
  • Housing and homelessness
  • Climate change and climate adaptation
  • Governance best practices

Sustainable and responsible investing (SRI) goes by many names — including environmental, social and governance (ESG) investing, mission-aligned investing, values-based investing, and impact investing. 

New acronyms and terminologies are emerging, but the concept is far from new. The first funds of this kind formed in the 1970s as institutional investors sought out a way to avoid profiting from controversial subjects like the Vietnam War and apartheid. The movement, as we see it, is in clients waking up to the fact that their investments impact the world in which they live.  
Some investors may be motivated by specific environmental or social causes. Others simply want their wealth to be invested in companies that consider more than just shareholders in their decision-making. Regardless of the motivation, Evergreen is proud to be at the leading edge of Sustainable and Responsible Investing. 

The Evergreen team has extensive experience building and managing portfolios that seek to balance value alignment with financial objectives. While our clients' values vary, common investment themes include:

  • Respecting human rights
  • Promoting environmental sustainability
  • Building workplace diversity
  • Reducing resource degradation
  • Encouraging corporate transparency and governance

If SRI investing is something you’re interested in for your own portfolio, here are two questions to consider that can help us narrow down funds that fit your criteria:

  • Regardless of profitability, are there any activities you would choose to avoid?
  • Is there anything you wouldn’t want to be associated with?

Don’t want exposure to fossil fuel stocks? We can do that. Hoping to avoid firearms manufacturers? No problem. With our sophisticated planning software, we can literally screen for whatever the heart desires.


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Socially Conscious Investing