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Sustainable & Responsible Investing
At EagleStone Tax & Wealth Advisors, we help you face these concerns and have a multitude of socially responsible funds available to us, designed with sustainable investing in mind as a primary objective. We work with our clients to design mutually agreed upon, customized, and handpicked investment options that are selected with that bigger picture in mind.
There are many different factors that we consider when building a sustainable investment portfolio for our clients. These factors assist us, while working closely with them, to build a portfolio that not only helps them to reach their financial goals, but is also inline with their personal values. Some of the factors we consider are:
Environmental Factors
- Climate Change and carbon emissions
- Air and water pollution
- Energy efficiency
- Waste management
- Water scarcity
- Biodiversity and deforestation
Social
- Gender and diversity policies
- Human rights
- Labor standards
- Community relations
Governance
- Board composition
- Executive compensation
- Bribery and corruption policies
- Lobbying activities
Industry Specific
- Fossil fuel – coal, oil and gas
- Nuclear power
- Military weapons/civilian firearm
- Factory farming and producers of GMOs (genetically modified organisms) for food and agriculture
- Alcohol & tobacco