What is an ESG investment strategy?

What is ESG investing? It’s a question we hear more and more at Bartlett. An ESG investment strategy means looking for companies whose corporate philosophies, products, and services align with your personal values. This particular strategy takes into consideration environmental, social and governance (ESG) factors. At Bartlett, we have solutions that focus on sustainability, align with our clients’ values, and help them invest with purpose.

A deeper look at ESG investing.

Using ESG factors, investors can select the companies in which they’d like to invest. Bartlett uses the following three factors to determine which companies match our clients’ values and objectives.

  • Environmental. How a company performs as a steward of the natural environment, including a focus on energy efficiency and sustainable water usage.
  • Social. Examines how a company manages relationships with its employees, suppliers, customers, and the communities where it operates. Examples include labor rights and diversity initiatives.
  • Governance. Deals with a company’s leadership, executive pay, audits and internal controls and

A Refreshed Approach to Environmental, Social, Governance Investing

The integration of ESG criteria in the investment process has evolved significantly from its origins known as Socially Responsible Investing(SRI). Bartlett began offering a client-driven approach to SRI in 1977, in response to the needs of our clients, especially religious organizations. Today, ESG investing has increased in popularity and sophistication, as more consumers expect sustainability and social responsibility from the organizations they support.

The ESG investment strategy at Bartlett is a dynamic process.

Bartlett has a dedicated team who screens best-in-class investment opportunities based on our clients’ concerns. The objective is to identify superior funds with below-average expenses within desired market sectors, all while creating a portfolio that aligns with our clients’ values.

Recognizing that the goals of our clients are varied and unique, we continually research and analyze investment solutions which support those objectives. ESG addresses the growing interest of our clients in successfully integrating environmental, social and governance issues into their portfolios.

Bartlett offers opportunities for individuals and organizations to include the ESG investment strategy in their personal wealth management approach.