Where Making Money Meets Making A Difference

Would you be interested in aligning your values with your investment portfolio if you did not have to sacrifice your investment performance objectives?

Have you ever looked at the companies you are invested in through your investment accounts and not liked the names of those companies, and felt that you wish you could do something different?

With our High Impact Portfolios you can aim to align your investments with your social and environmental values. Our High Impact Portfolios are comprised of stocks, bonds, mutual funds and ETF's that can serve as a cornerstone of a well balanced portfolio. Our High Impact Portfolios have a dual objective of providing competitive returns while making a positive impact on society and the environment.

What is High Impact Investing?

High impact investing is a strategy that strives to align your personal values with your investments while making a positive social and environmental impact. This can also be done for investment funds of Non-Profit organizations and Foundations to match and support their missions.

Sustainable or Socially Responsible Investing incorporates ESG analysis. ESG stands for Environmental, Social and Governance. 

 

 

Why High Impact Investing?

Preference and Performance. There is a growing base of evidence that suggests companies that are environmentally sustainable, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus¹.

At The Wealth Consulting Group, we are hearing from many clients that they prefer to invest in companies that are making a positive difference in the world. We believe that our High Impact Investment portfolios support these objectives. We help clients set and implement clear goals aligned with their needs, goals and values. We strive to be a leader in sustainable and responsible investing.

 

High Impact ESG Performance 

"High sustainability companies significantly outperform their counterparts over the long-term, both in terms of stock market and accounting performance."¹

^{1 “The Impact of a Corporate Culture of Sustain-ability on Corporate Behavior and Performance.” Harvard Business School, R. Eccles, I. Ioannou, G. Serafeim, 25 November, 2011/2012}

The charts below show ESG indices performance versus the performance of its comparable traditional indices.

 

 

Data as of 12/31/2018. Time period of illustrations vary due to ESG index inception dates prior to comparative indexes: MSCI KLD 400 Social 5/1/90; MSCI EAFE ESG 10/1/07; and MSCI Emerging Markets ESG 6/6/13. All MSCI indexes include aggregated, multisource histories prior to acquisition on 9/1/10.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy. The application of social and environmental standards may affect a fund’s exposure to certain issuers, industries, sectors, and factors that may impact relative financial performance — positively or negatively — depending on whether such investments are in or out of favor.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss. 

Additional information from our investment research partners

 

 

US SIF: 2016 Impact of Sustainable and Responsible Investment Report

 

For more information, feel free to download a copy of our High Impact Portfolio brochure!

Contact Us: “Get Started and Simplify Your Life”

 

^{WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are not affiliated with the above named entities.}