At MWA in Oakland and Berkeley, we bring the most up-to-date impact strategies to your responsible investing. We look for and implement the optimum combination of socially conscious values and wealth growth performance in our clients’ ESG (Environmental, Social and Governance) portfolios. Each investment decision we advise goes to the purpose of tying successful investments to your ethical values. As your socially responsible investment advisors, we determine best-fit companies and funds that balance ESG responsibilities with commitments to providing healthy investor returns.
ESG – The Future of Growth?
Environmental, Social, and Governance (ESG) policies are responsible measures guiding a company’s business model while also being a platform for viable investment opportunities to grow your funds.
A company’s market-share is often part of its commitment to environmental and social justice stewardship. This is true of how the company is perceived publically and how it executes internally. Such stewardship can lead to reduced costs, enabled efficiencies and a better consumer reputation. Social considerations like fair treatment of employees and strict governance standards are vital in both perception and performance. This often includes a fairly represented Board of Directors and clearly delineated roles of shareholders and stakeholders.
A strong corporate governance system of principles, policies and procedures is necessary to navigate a company’s potential conflicts and risks. Responsible corporate governance is essential to reducing operational risk and increasing sustainability in all areas of ethical investing and company health. In addition, we’ve found that a strong score in Governance positively affects Environmental and Social scores.
Oakland Through Berkeley ESG Sustainable Investing - Socially Responsible Investing - Investment Impact
Sustainable Investing or Socially Responsible Investing (SRI) are investment disciplines that consider environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. These terms, sustainable, responsible and impact investing are somewhat interchangeable, but there are some generally recognized nuances. Sustainable investing and responsible investing generally refer to investing scoring all three ESG components. Impact investing refers to investments made in companies, organizations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return. Our Oakland and Berkeley sustainable investing advisors are among the best in the field.
Performance
Regarding investment performance, companies with strong ESG scores are much more likely to avoid legal and liability problems, as well as management problems, reducing the risk in owning these stocks. As well, there are important studies illustrating that overall market performance of companies with strong Environment, Social and Governance policies generally outperform their less responsible peers.
Our Responsibilities as a Fiduciary
We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following five fiduciary principles:
- We will always put our client’s best interests first.
- We will act with prudence; with the skill, care, diligence, and good judgment of a professional.
- We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.