Socially Responsible Investing
We are living in a time of global change. Today our society faces new and unprecedented challenges as the global population continues to grow on a finite planet. Social injustice, global warming and competition for natural resources are a few of the problems to be solved. New and exciting investment opportunities are emerging from the innovative solutions that address our society’s needs. These opportunities offer you the potential to earn competitive investment returns while influencing progress and creating a positive impact on society. However, harnessing these opportunities requires a different approach to investing. It requires an inspired approach that emphasizes:
- Financial performance: Delivering expertly designed investment solutions geared to help clients effectively balance risk and return in order to achieve their long-term financial goals;
- Research: Generating favorable outcomes for our clients by understanding the material Environmental, Social and Governance (ESG) impact that investments have on society -- both positive and negative;
- Shareholder engagement: Engaging companies on the important issues that matter to society and to creating shareholder value;
- Inclusive prosperity: Thoughtfully allocating capital in way that seeks to address key problems in society and create greater stability.
Responsible investing is a stewardship-based approach that includes analyzing companies based on non-financial information, including their environmental, social, and governance factors, as well as evaluating financial data and information. We focus on finding companies that demonstrate positive leadership and create impact through their business operations and overall activities, while producing competitive investment returns. The companies in which we invest:
- Advance environmental sustainability and resource efficiency
- Respect human rights and contribute to equitable societies
- Exhibit accountable governance and demonstrate transparency
This approach is called Responsible Investing. Chestnut Hill Wealth Management Group has access to a wide range of tools to help you achieve your goals with investment strategies that are aligned with your values.
For more information, please call Kerry Castonguay at 617-224-1497 or email firstname.lastname@example.org