Socially Responsible Investing (SRI) was one of the earliest terms used to describe focusing on investments that reflect a specific set of values beyond a singular focus on the bottom line. The process to construct a portfolio that conformed to an investor’s value set originally sought to omit businesses that were perceived offenders. Fortunately, the marketplace has evolved tremendously since those early days.
Now this style of investing is usually referred to as ESG Investing. Environmental, social, and governance (ESG) investments are one of the fastest growing trends in investment management. The number of investment options are growing every day and recently their performance has been strong—defying the long-held belief that investing within your core values means sacrificing returns.
At Cornerstone Advisory, we believe a customized approach is the best way to reach your financial goals. We will work with you to understand your priorities and construct a portfolio that reflects your personal values while moving you closer to the life you want.
Famed novelist Victor Hugo once said, “Nothing is more powerful than an idea whose time has come.” We believe that time is now for ESG investing.