SRI Financial Portfolio Assessment

Get Started in impact investing with a complimentary Portfolio Impact Assessment

Curious how your portfolio aligns with Socially Responsible Investments (SRI) and Environmental, Social, and Governance (ESG) guidelines?

We offer a complimentary Portfolio Impact Assessment to get started.

  • How well does your portfolio matches your personal values?
  • Which companies or investments you own that don’t line-up with SRI and ESG guidelines?
  • What exposure do your investments have to causes and issues that might be important to you?

We look forward to connecting with you!

Responsible investing is an investment approach that seeks to deliver strong returns and risk management while making a positive impact.

Responsible investing includes the assessment of environmental, social and governance (ESG) criteria alongside traditional investment research in making investment decisions. ESG criteria help uncover an investment’s exposure to, and management of, important risks, opportunities and potential controversies.

ENVIRONMENTAL
Example: Waste Management
Innovative packaging can help reduce waste while driving down material and transport costs.

SOCIAL
Example: Health and Safety
Corporate programs promoting health and safety may mitigate unexpected costs caused by workplace injuries (eg., medical expenses, workplace disruption, productivity loss).

GOVERNANCE
Example: Board Diversity
Companies with the most ethnically diverse boards worldwide have been 43% more likely to experience higher profits than the least diver companies.

Comp - SRI Evaluation