1. Clarify
We develop a customized Sustainable Investing strategy that aligns your criteria, goals and preferences with what can realistically be accomplished with current investment choices. We believe that industry definitions and screening tools haven’t really caught up to the demand for Sustainable Investing. Additionally, there are lots of products that are labeling themselves as “Socially Responsible Investing” or “Sustainable and Responsible Investing” (SRI) that may not necessarily be meaningfully applying appropriate criteria. Our transparent, research-driven approach is designed to focus on optimizing available options.
2. Define
We help you create both inclusive and exclusive criteria to support the selection of investments that align with your beliefs and initiatives that are meaningful to you. We strive to develop allocation strategies that accentuate your values (such as sustainable energy or female board participation) and steer clear of concepts and practices that contest with your beliefs (such as firearms, child labor or genetic food modification). Additionally, we work with you to determine how much clout Sustainable Investing criteria should have on your overall portfolio. We help you explore where you fall on the spectrum of choice between values preservation and positive returns. While these are not mutually exclusive concepts, we believe it’s important to develop a clear understanding of your preferences for how these types of investments should be weighted, as well as concessions you’re willing to make and criteria contingencies.
3. Educate
In our experience, many investors do not know that Sustainable or Values-Based Investing is available as criteria for asset allocation and portfolio construction. Our approach starts with a simple question: Do you have any core values or beliefs that you would like to influence in your investment selection?
4. Monitor
We monitor the performance of your Sustainable Portfolio on an ongoing basis, both relative to an appropriate benchmark and also to the extent that the investments really are following the criteria used to select them.
Strategic Benefits
Sustainable Investing principles can be used to help diversify portfolios, support risk management and fulfill fiduciary duties. While Sustainable Investing, Socially Responsible Investing, and Environmental, Social and Governance Investing criteria varies, it often features many of the hallmarks of strong, long-term investment selection strategies.
Our criteria features:
STRONG GROWTH HISTORY AND TRAJECTORY
FINANCIAL PERFORMANCE (INCLUDING REVENUE AND RISK-ADJUSTED RETURNS)
SUSTAINABLE, SCALABLE, FUTURE-ORIENTED BUSINESS MODEL
POSITIONING FOR EMERGING OPPORTUNITIES
PRODUCTIVITY AND EFFICIENCY
MANAGEMENT/CORPORATE GOVERNANCE
RISK PROFILE (INCLUDING REGULATORY COMPLIANCE)
ENVIRONMENTAL PERFORMANCE
COMMUNITY ENGAGEMENT
CORPORATE CULTURE, WORKPLACE POLICIES AND ETHICAL PRACTICES
SAFETY, QUALITY & SOCIETAL OR ENVIRONMENTAL BENEFITS OF PRODUCTS AND SERVICES
Resources
Like other types of investments, positive returns are not guaranteed. However, depending on your investment selection, your Sustainable Portfolio can support positive outcomes in your overall portfolio. Learn more about Sustainable Investing, ESG and SRI investments’ financial performance:
23 Corporate Plaza Drive, Suite 130
Newport Beach, CA 92660
Office: (949) 566-8326
1300 N. Holopono St., Suite 216
Kihei, HI 96753
Office: (808) 495-8000
Toll Free: (888) 546-4640
Fax: (800) 371-9547
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