At MWA in San Rafael and Novato we bring current and proven socially responsible strategies to drive your investment impact. We diligently work to integrate core values and wealth growth performance into our clients’ ESG (Environmental, Social and Governance) portfolios. Every investment decision we advise goes to the tying of successful investments to your ecological and ethical values. As your socially responsible investment advisors, we determine companies and funds that balance ESG responsibilities with executive suite commitments to providing healthy investor returns.
ESG – Growing Into The Future
Environmental, Social, and Governance (ESG) policies are responsible measures guiding a company’s business model. These policies coupled with good company management create viable investment opportunities to grow your funds. We look for this ideal marriage of ESG and market performance.
A company’s market-share health is often part of its commitment to environmental and social justice stewardship. This also applies to how consumers view the company and how company personnel view it. Such stewardship can lead to reduced costs, enabled efficiencies and a positive consumer reputation. Social considerations like fair treatment of employees and strict governance standards are vital in both perception and performance. We feel this is also reflected in a fairly represented Board of Directors and ethically defined 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. Muscular 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.
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. Expert sustainable investing in San Rafael through Novato with MWA.
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.