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   "Become the change you seek in the world"

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ESG   investing enables the individual investor to go beyond Socially Responsible Investing.

   

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                                                 E = Environmental

                                                            S = Social

                                                                     G = Corporate Governance

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ESG investing takes into consideration ESG criteria in investment analysis and portfolio constructions         across asset classes.

 

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              Environmental                Climate, energy efficiency, pollution, sustainable agriculture and                                                                   water.

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                       Social                           Work place safety, labor, workplace benefits, diversity, community                                                                relations and human and animal rights.

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      Corporate Governance        Political contributions, executive compensation, board diversity,                                                                   board independence and transparency and disclosure.

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Active investors are reaching out to engage companies regarding policy and behavior on specific ESG issues using the following methods:

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                                           Voting proxies

                                           Writing Letters

                                           Engaging in dialogue with management and/or boards of companies.

                                           Sponsoring shareholder resolutions.

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The return may be lower than if the advisor made decisions based solely investment considerations.

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