As one of the very first Portfolio Managers in Nova Scotia to be accredited with the Responsible Investment Advisor Certificate through the globally recognized Principals of Responsible Investing Academy https://www.unpri.org/, Andrew and the Lacas Advisory Group have made ESG and socially responsible investing a cornerstone of their practice.

We believe that doing the "right thing" shouldn't come at the expense of investment returns and in fact believe that by focusing on ESG issues you can help to avoid potential mistakes and improve your overall risk/return profile.

ESG stands for Environment, Social and Governance. In a nutshell it looks at companies or industries through the lens of how they deal with all three of those factors.The range can be quite large and varied depending on what one is expecting from ESG investing. For example when looking at companies through the lens of the environment do they make an attempt to be more energy efficient or are they trying to help other companies reduce their environmental footprint. For Social issues we look at how a company deals with their community, be it employees, customers, suppliers or local community and from a Governance standpoint we might look at the composition of the board and does it have a representation of the whole community.

Although responsible investing helps guide all our portfolios we are pleased to announce that in the summer of 2020 we launched a dedicated ESG portfolio. Please feel free to reach out to discuss how Responsible Investing can help you achieve your goals.