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.