At MWA in Lamorinda we work hard to bring the best possible ESG (Environmental, Social and Governance) advising to our clients practicing ethical investing. At every opportunity we join your values and investment impact imperatives to a successful wealth-building practice. As your socially responsible investment advisors, we find funds and companies that express an excellent fit between ESG responsibilities and their commitment to producing investor return growth.
ESG – The Future of Growth?
Sound Environmental, Social, and Governance (ESG) policies can be a strong, guiding principle for a company’s business model while also presenting viable investment opportunities to grow your funds.
A company’s systemic health is often part of its commitment to environmental stewardship—both in public perception and company execution. This can lead to reduced costs and enabled efficiencies. Social considerations like fair treatment of employees and strict governance standards are critical imperatives. This often includes a fairly represented Board of Directors and clearly delineated roles of shareholders and stakeholders.
In our experience in ESG impact investing we know that a strong corporate governance system of principles, policies and procedures is necessary to prevent or resolve a corporation’s potential conflicts and risks. Vital corporate governance is essential to reducing operational risk and increasing sustainability in all the areas of ethical investing and company health. In addition, we’ve found that a strong score in Governance positively affects Environmental and Social scores. Serving Moraga, Orinda, Lafayette ESG clients for many years.
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. The terms “sustainable” and “responsible” are somewhat interchangeable, but there are some generally recognized nuances. Sustainable investing and responsible investing generally refer to investing scoring all three ESG components.
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.