Intelligent ESG Investing: For People, Planet & Prosperity
Money is a tool for change. Impact Investing multiplies its power.
What is Impact Investing? The Global Impact Investing Network (GIIN) defines it as investments made with the intention to generate positive, measurable Environmental, Social, and Governance (ESG) impact alongside a financial return.
Impact Investing has the potential to transform our economy into one that serves people and planet and BSW is relentless in the search for opportunities to align your values with your financial goals. BSW has the ability to incorporate ESG considerations across most major asset classes, from public equities and fixed income to private equity and direct investments.
BSW is not bound by traditional approaches or outcomes – we invest with high standards to maximize performance and public benefit. Whether you are an individual, family, organization, or institution, BSW’s investment team is committed to building a portfolio that is right for you, and your vision of a better tomorrow.
Backed by research, BSW builds tailored portfolios that support your values while addressing some of the world’s most pressing ESG issues, including among others, gender inequality, clean energy, sustainable forestry, water quality, vulnerable communities, and environmentally sustainable investing. BSW often invests alongside our clients, including within our own company’s 401(k), for a future we can be proud of, economies we can rely on, and an environment we can thrive in.
BSW Wealth Partners is always looking for ways to raise the bar in ESG...
Did you ever consider you could quantify how many metric tons of CO2 emissions your investments helped to avoid? How about knowing how many companies you are invested in that have female members in senior management? Along with keeping you on track to meet your financial goals, we report back on whether you are on track to meet your ESG goals as well.
BSW is excited to announce the roll out of custom built, index based ESG stock...
“Fair and Balanced” Disclosure
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome.
It is important to understand that utilizing ESG-specific investments and investments that BSW perceives to have an intentional or measurable impact, does not guarantee that investment selections will align with specific sustainable values that you may have, but will instead be invested in accordance with BSW’s criteria for investment selection. ESG scores and ratings may differ from one investment to another. It is important to note that how a firm and/or portfolio manager analyzes and identifies ESG factors may not reflect how another firm and/or manager does respective research.
Further, the underlying holdings of pooled ESG investment vehicles may or may not offer the same level or scope of ESG information as other companies and, therefore, data may not be consistent across the board. As a result, some investments may not capture sustainable concepts with 100% accuracy. Therefore, we may rely on portfolio or fund managers to establish their own system of ranking and sustainable factors in coordination with their mandate.
Utilizing ESG-specific investments does not guarantee a certain level of performance. The investment universe of ESG-related investment vehicles is by nature narrower in scope and therefore your investment options may be limited. Further, by narrowing the scope of investment options you may or may not be missing out on an opportunity or sector that could contribute to overall performance. ESG-mandated investments may have a higher expense ratio than traditionally managed investment vehicles.
Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser. Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.
Past performance does not guarantee future results. All investing comes with risk, including risk of loss.