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You know the importance of investing for your future, and getting a good return on your investments. You also want a more equitable world, and the companies your money goes to every month just don’t align with your values. If there was a way to get a good return financially and also be socially responsible, you would feel good about investing.
You can do good in the world with your wealth and invest in what matters to you. Sustainable investing, also called socially responsible investing or ESG, is an investment option where an investor looks at three key factors within companies:
When you buy into a company, you become a shareholder. As a shareholder, you have a voice in the company. You have the power to influence change with your wealth.
Impacting social change is not only an investment option we offer at Forethought Planning, it is a business model we live out.
Through the people we hire, the businesses we donate to, and the policies we operate under, we are investing in what matters, right alongside you.
Sustainable Investing is a process of looking at the companies inside your portfolio to see how they perform financially and how they operate as a company in three key areas.
Does the company invest in the planet and have policies to reduce its carbon footprint to eliminate global climate change?
Is the company employing diverse candidates including people of color and gender equality? Is there equal pay for their employees?
How are the companies being held accountable to what they say their commitments are?
When your money aligns with your beliefs, change happens.
Women across the country are taking action on where their money is invested and having a voice as a shareholder. It is making a difference.
Reduce the carbon footprint with your wealth by investing in companies enacting policy change.
Impact governance with companies that avoid conflicts of interest in their choice of board members and senior executives, don’t use political contributions to obtain preferential treatment or engage in illegal conduct.
Invest in companies that hire diverse candidates and provide equal pay for their employees.
Our team is ready to help you invest in what you are most passionate about.
The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.
Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
