For Mill Valley and Corte Madera clients wanting ESG (Environmental, Social and Governance) advising, our MWA team brings deep experience and expert insight and selections. We work with you to bring your values and investment impact into successful, ethical wealth growth. As your socially responsible investment advisors, we find funds and companies that exemplify ESG responsibilities and are intelligently committed to producing investor return growth.
ESG – Growth into the Future
ESG socially conscious policies can wisely and strongly contribute to a company’s business model yet also present excellent investment opportunities to grow your funds.
A company’s financial health and public reputation in today’s world is often tied to its commitment to environmental stewardship, and employee and social justice issues. These commitments can lead to reduced costs, enabled efficiencies and greater market share. Social considerations like fair treatment of employees and strict governance standards are critical imperatives. In our MWA experience, this often includes a fairly represented Board of Directors and fair delineations of shareholder and stakeholder needs.
For ESG impact investing, we have determined that a strong corporate governance system of principles, policies and procedures is necessary to resolve a corporation’s potential conflicts and risks. Good company governance contributes 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.
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.
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.