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Understanding the Basics of ESG Investing

Posted by Seton McAndrews | CFP®, Vice President Investments

July 18, 2018

Understanding the Basics of ESG Investing

For readers who are unfamiliar with – and maybe curious about – the concept of ESG (Environmental, Social, and Governance) investing, look no further. In this post, we’ll answer basic questions about what ESG investing is, how it came about, the pros and cons, and why it may or may not be right for you.

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socially conscious investing esg investing

Introducing the WrapManager SAIRSHA Global All Cap ESG Portfolio

Introducing the WrapManager SAIRSHA Global All Cap ESG Portfolio

June 19, 2018
Some investors wish to align their personal values with their investment portfolio, but there have traditionally been several stumbling blocks for investors looking to assemble a diversified ESG (Environmental, Social, and Governance) portfolio. Fortunately, WrapManager now offers an innovative ESG investment solution which seeks to provide diversification among asset classes, market capitalization, country of domicile, and ESG methodology. What are ESG criteria? Environmental, Social, and Governance (ESG) criteria is a set of standards for company’s operations that socially conscious investors can use to screen investments. Environmental criteria look at how a company performs as a steward of the natural environment. Social criteria examine how a company manages relationships with its employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, executive pay, audits, internal controls, and shareholder rights. [+] Read More
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GabeProfessionalWhiteBackgroundSmall7
Gabriel Burczyk
Founder & CEO
ValProfessionalWhiteBackgroundSmall2Flipped
Valerie De Vol, IACCP®
Chief Operating Officer
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Seton McAndrews, CFP® 
Vice President - Investments
DougProfessionalWhiteBackgroundSmall2
Doug Hutchinson, CFA®
Director of Research and Trading
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Katie O'Connor,
Director of Client Services
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