ESG Sustainable Investing
Is Intelligent Investing
At BaldwinClarke, we recognize the importance and benefits of sustainable investing. That’s why we created “BC Sustainable,” to help align your investment strategies with your value system.
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ESG Investing Then
Decades ago, socially responsible investing (SRI), more commonly referred to as sustainable investing or environmental, social, and governance investing (ESG), was working hard to shed a reputation of underperforming more traditional investment methods. ESG investing faced the challenge of demonstrating that it was possible to screen out certain sectors and industries, like fossil fuels, gambling, tobacco, and defense/weapons companies, without underperforming traditional equity and debt benchmarks.
ESG Investing Now
Investing for a return and investing for good are no longer mutually exclusive.* With the benefit of hindsight, we now know that sustainable investing strategies have both qualitative and quantitative advantages over traditional investment approaches. Corporations with unfavorable environmental and social practices tend to see these qualities eventually detract from shareholder value, and in response, many S&P 500 companies have adopted socially responsible ESG policies in recognition that they need to be more accountable.
*Recent benchmark analysis supports this statement
Shaping Tomorrow
BaldwinClarke’s Sustainable Focus
The ethos of sustainable investing has deep roots in our organization. Our Managing Director of Investment Advisory, Sean Clarke, began his investment career in 1993 with a socially responsible mutual fund company called Working Assets. Working Assets (later named Citizens Trust) was an early adopter of socially responsible investing (SRI).
Today, BaldwinClarke, through BC Sustainable, is committed to serving socially conscious individuals, families, business owners, and endowments and trusts – crafting bespoke strategies and tailored portfolios that reflect the impact our clients want to have in the world through their sustainable investments.
BC Sustinable’s Client-Centric ESG Process
BC Sustainable is a flexible platform. ESG investing can be the core of your portfolio or an adjunct to a more traditional approach. Our process for defining this balance and delivering your socially responsible investing strategy comes down to five (5) curated steps:
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Identify Mission & GoalsWe work to gain a fundamental understanding of what’s important to you.
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Explore OptionsWe detail, define, and clearly articulate the options available to you.
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Align & ImplementOur approach is open architecture and highly vetted, providing access to the best socially responsible separate account managers, mutual funds, and Exchange Traded Funds (ETF’s).
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Monitor, Measure & ReassessFunds and managers are monitored on an ongoing basis to ensure adherence to their investment strategy. Performance is not only measured and benchmarked, but also clear and transparent
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Make a DifferenceWe help support the causes that matter to you and the companies that align with your philosophies.
Investments are chosen based on their Morningstar Sustainability Rating (a system developed in 2016 by Morningstar to help investors evaluate portfolios on environmental, social and governance factors).
The Morningstar Sustainability Rating is calculated using Sustainalytics’ ESG Risk Ratings for corporate issuers (which measures the magnitude of a company’s unmanaged ESG risks) and Sustainalytics’ Country Risk Ratings for sovereign issuers (which assesses the risks to a sovereign entity’s socioeconomic well-being by combining an assessment of the government entity’s current stock of capital with an assessment of its ability to manage the wealth in a sustainable manner).
