We know that ESG stands for Environmental, Social, and Governance, but how can it be best incorporated into a portfolio in order to implement positive change? Today more than ever, non-profits and investors are calling for responsible investing opportunities and markets are answering. But investing isn’t as simple as paper over plastic in the checkout line. There is often conflicting information in the media, so how do you prioritize and navigate different responsible investing options? For investors who seek to hold a portfolio that reflects their commitment to responsible investing, CPWM partners with Dimensional Fund Advisors to build ESG-focused investment strategies that use scientific research and sound investment principles. Join our upcoming webinar, The Challenges of ESG, to learn more.
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Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed herein, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed herein. The discussion or information contained herein is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained herein. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.