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?

EGÉA SRI CSRIC
In Partnership with
EGÉA SRI US SIF

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Socially Responsible Investing With EGÉA

Sustainable investing can be profitable and also make positive change for people and for the environment. Our Socially Responsible ESG investing options can be used in all types of investment accounts. Let one of our Chartered SRI Counselors™ help create a sustainable
investment strategy that works for you.

What makes an investment socially 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. 

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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
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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
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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 socially responsible investing?

Consider this – Global ESG assets may surpass $41 trillion by 2022 and $50 trillion by 2025, one-third of the projected total assets under management globally, according to a new report by Bloomberg Intelligence (BI). This trend continues the rise of ESG assets after they surpassed $35 trillion in 2020.

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.

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The word Egéa is derived from the Greek goddess of health. 

For the health of the planet.

For the health of society. 

Egéa Socially Responsible 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.

EGÉA SRI CSRIC
EGÉA SRI US SIF

Send Us a Message

Ready to learn more about how socially responsible investing can help you reach your financial goals? Schedule a time to speak with an EGÉA SRI team member today, contact us with questions using the form below, and connect with us on social media.

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