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Q1: Sustainable Investing – Fund Selection

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time.

Our purpose is to find a fund that we can begin to use in all client portfolios with the confidence that we are not sacrificing returns, and with the satisfaction that we might be contributing to a cleaner and more just world.

Picture of Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.

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