• (603) 668-4353
  • Client Portal
Menu
  • (603) 668-4353
  • Client Portal
Linkedin Youtube
  • About
    • What’s a Fiduciary?
    • Our Process
    • Our Leadership Team
    • Our Story
    • Giving Back
    • Employment Opportunities
  • Services
    • For Individuals
      • Wealth Management
      • Insurance Planning
    • For Business Owners
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Businesses
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Nonprofits & Endowments
      • Wealth Management
      • Insurance Planning
  • Resources
    • The BC Journal
    • WealthDirect
    • Documents & Forms
  • FAQs
    • Wealth Management
    • Investment Banking
    • Insurance Planning
Menu
  • About
    • What’s a Fiduciary?
    • Our Process
    • Our Leadership Team
    • Our Story
    • Giving Back
    • Employment Opportunities
  • Services
    • For Individuals
      • Wealth Management
      • Insurance Planning
    • For Business Owners
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Businesses
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Nonprofits & Endowments
      • Wealth Management
      • Insurance Planning
  • Resources
    • The BC Journal
    • WealthDirect
    • Documents & Forms
  • FAQs
    • Wealth Management
    • Investment Banking
    • Insurance Planning
Contact
BC Sustainable Investing

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.

Get Started Today »
Learn More About BaldwinClarke’s ESG Investment Solution »

 

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:

  • Identify Mission & Goals
    Identify Mission & Goals

    We work to gain a fundamental understanding of what’s important to you.

  • Explore Options
    Explore Options

    We detail, define, and clearly articulate the options available to you.

  • Align & Implement
    Align & Implement

    Our 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).

  • Monitor, Measure & Reassess
    Monitor, Measure & Reassess

    Funds 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

  • Make a Difference
    Make a Difference

    We help support the causes that matter to you and the companies that align with your philosophies.

Be Good, Do Good, Feel Good

Leave us your email to learn more about the rewards of socially conscious investing.

Speak to a BC Sustainable advisor today

Call (603) 668-4353

News & Updates

Get market news, financial advice, and company updates delivered to your inbox.

From the Journal

Loading...

Second Quarter Market Commentary

Repositioning and repricing for the future is what the market is in a constant process of doing. Reacting and adjusting …
Read post
See all posts
One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

About

  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities
Menu
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

  • Wealth Management
  • Insurance Planning
Menu
  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
Menu
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Businesses

  • Wealth Management
  • Investment Banking
  • Insurance Planning
Menu
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Nonprofits & Governments

  • Wealth Management
  • Insurance Planning
Menu
  • Wealth Management
  • Insurance Planning

Resources

  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal
Menu
  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal

FAQs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
Menu
  • Wealth Management
  • Investment Banking
  • Insurance Planning

Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training.

Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC.

Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP.

LFS-3165687-071620

© 2022 All Rights Reserved, BaldwinClarke Financial Advisors
  • Privacy
  • Terms
  • Copyright