Environmental, Social and Governance Factors
Environmental, Social and Governance (ESG) factors are metrics used to screen investments based on corporate policies and practices, and to encourage companies to act in a responsible manner when conducting business. We incorporate ESG factors into our investment process to ensure a proactive approach to changing sentiment towards the impact companies make on the world around them.
In our multi-asset class strategies, investments must meet a minimum ESG score to be included in our portfolio. Our approach is broad-based in nature and ensures that companies in our portfolio account for operating risks associated with ESG factors, and make it a priority when considering their strategic plans.
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Environmental • Climate change • Resource depletion • Waste and pollution • Deforestation | 
Social • Human rights • Child labour • Gender equality • Working conditions | 
Governance • Corruption • Executive pay • Political lobbying • Tax compliance |
Impact Investing
Impact investing takes a different approach to investing than the more conventional application of ESG factors. Impacting investing is generally more thematic in nature and targeted at specified objectives, such as alternative energy development or improving clean water resources. In our core equity strategies we do not utilize impact investing, though some companies that fall into this category may be included in our portfolios if they meet the criteria of our investment process. If you're interested in a portfolio that is focused on making an impact in an area you care about, contact us for a consultation and we can develop a custom investment strategy tailored to your objectives.
For more information, check out the Wealthview Podcast section of our website to hear our episode on responsible investing.
