Sustainable Investments
We believe that sustainable investing is the future of finance. We are committed to helping our clients build wealth and make a difference in the world.
Baggette + Co. can provide you with investment advice that is both sustainable and generates long term returns. We believe that it is possible to achieve both; strong financial performance returns and positive environmental and social impact. We do this by:
- Offering funds and solutions that invest in companies that are committed to sustainability. This includes companies that are reducing their environmental impact, improving their social responsibility, and operating ethically.
- Excluding as many companies as possible that are involved in activities that we believe are harmful to the environment or society. This includes companies that are involved in the production of tobacco, weapons, or fossil fuels.
- Supporting companies that are making a positive impact on the world. This includes companies that are developing renewable energy technologies, promoting sustainable agriculture, or providing education and healthcare to the poor.
Interested in building your environmental portfolio?
Building an Environmental, Social & Governance (‘ESG’) portfolio with a financial adviser can be a great way to ensure that your investments are aligned with your values. Our advisers are familiar with ESG investing. Here are the steps involved:
Discuss your financial goals and risk tolerance with the adviser
The adviser will need to understand this in order to create an ESG portfolio that is right for you.
Set your ESG priorities
What are the most important ESG factors to you? Do you want to invest in companies that are reducing their environmental impact? Do you want to invest in companies that are improving their social responsibility? Once you have set your ESG priorities, the adviser can help you find investments that meet your criteria.
Choose the right ESG investments
There are a number of different ESG investments available, so the adviser will help you choose the right ones for your portfolio. Some of the most common ESG investments include ESG mutual funds, ESG ETFs, and ESG individual stocks.
Monitor your portfolio
Once you have built your ESG portfolio, you will need to monitor it on a regular basis to ensure that it is still meeting your needs. The adviser can help you monitor your portfolio and adjust as needed.
Talk to an adviser
Speak to an independent financial adviser today
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