Sustainable Investing
Let's Make a Difference
Is your
Roth IRA
Traditional IRA
Investment Account
Trust
401k
invested sustainably?
Is your
Roth IRA
Traditional IRA
Investment Account
Trust
401k
invested sustainably?
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As Seen In
Sustainable Investing With EGÉA.
Sustainable Investing can be profitable while at the same time creating positive change for humanity and the environment. Sustainable and Responsible ESG portfolios can be used in all types of investments. Our Chartered SRI Counselors ™ will create a sustainable investment strategy that works for you.
What makes an investment Sustainable and Responsible?
ESG analysis is the underlying factor in virtually all SRI strategies. Environmental, social, and governance (ESG) risks and opportunities are the criteria from which a set of standards is created to allow socially conscious and sustainable investors to screen investments.
Environmental
A company must consider its contributions to broad environmental factors such as:
- Climate Change
- Energy Use
- Pollution
- Wasting Materials
- Damage to Forests
- Harm to Wildlife and their habitats
Social
Social criteria are used as as a way for investors to evaluate a company’s stance on:
- Human Rights
- Political Matters
- Community Engagement
- Commitment to the health, safety and wellbeing of its workers and community at large
- Labor/employee relations
- Policies and practices on using child or forced labor
Governance
Risk and opportunity factors taken into consideration include a company’s:
- Business Ethics
- Board Structure and Independence
- Diversity of Leadership
- Representation of women and minorities on governing boards and in executive-level positions
- Companies managed in ethically responsible manners
About EGÉA SRI
We create and manage Sustainable ESG Investment Portfolios.
Contact us today to have one of our Chartered SRI Counselors™ help you Make a Difference.
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Want to learn more about
Sustainable, Responsible, and Impact Investing?
How do Sustainable ESG Investments perform in comparison to traditional Investments?
The data shows that profit and sustainability can coincide when it comes to investments. In fact, there are some distinct upsides to ESG (Environmental, Social, and Governance) sustainable investing.
Sustainable Funds Outperformed Peers in 2023 »
Want To Learn More About Socially Responsible Investing? »
Read Analyzing Risks & Returns of Sustainable Funds PDF »
ESG keeps pace with conventional investing in 2022 Morningstar »
What is a Fiduciary Financial Advisor?
Egèa SRI is a fee-only fiduciary firm. A fiduciary is a person or firm who acts for clients and is required to put their best interests first at all times. RIAs are required to register with the Securities and Exchange Commission (SEC) or the states in which they do business in, depending on how much in assets they manage.[i] In either case, they are held to the fiduciary standard to act in clients’ best interests.
Egéa SRI - What does it mean?
The word Egéa is derived from the Greek
goddess of health.
For the health of the planet.
For the health of society.
Egéa Sustainable, Responsible & Impact Investments.
Invest with Confidence
We create and manage sustainable portfolios.
Contact us today to have one of our Chartered SRI Counselors™ help you Make a Difference.
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