Driven by consumers, corporations, and governments, sustainability initiatives have become more of a priority than in years past.  Investors are no different.  They seek strong financial performance while also believing these investments should contribute to the betterment of environmental, social, and governance practices.

Sustainable investing means different things to different people.  There is not just one way to define it as ESG factors often overlap and there is not just one way to approach it. Environmental criteria measures conservation of the natural world – biodiversity, energy efficiency, and water scarcity to name a few. Social criteria includes, among other things, labor standards and fair pay, anti-discrimination guidelines, employee engagement, and customer satisfaction. Governance addresses the standards for running a company including such issues as board composition, executive compensation, and lobbying.

For clients interested in aligning their investments with their personal values, Boulder Canyon Financial works to identify the values important to them. Whether that means to exclude specific companies or industries, target specific issues, or broadly improve the ESG characteristics of your portfolio, the result is a completely customized portfolio.