5 Ways to Guide Clients on Esg and Impact Investing

Environmental, social, and governance (ESG) investing has gained popularity in recent years as clients seek to align their investments with their values and promote positive change in the world.

But more recently, ESG investing hit a serious roadblock, facing political backlash and even laws banning state officials from investing public funds based on the criteria.

Still, many ESG investments have remained highly profitable.

Over the past decade, the top 20 sustainable funds have garnered an average yearly return of 13.57%, according to Morningstar Direct.

In the past 12 months, their average gain was 18.29%.

"The reality is that any quality sustainable fund is going to be competitive with any traditional benchmark," Peter Krull, director of sustainable investments at Earth Equity Advisors, recently told Financial Planning.

For financial advisors, one way to shore up authority when advising clients on socially responsible investing is to become a chartered SRI counselor (CSRIC).

This designation is overseen by the College for Financial Planning (a Kaplan company), and developed in partnership with US SIF, the Forum for Sustainable and Responsible Investment.

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Foundation: Johnson Foundation, Robert Wood Johnson Foundation

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Data Demand Drives Tech Growth

Australia's Pathzero is the world's largest private-market emissions data network, with more than 50,000 assets under management, reports the Guardian. That's more than $13.1 trillion in global...more

Natasha Garcha

"It's about time." That's how Natasha Garcha, senior director and gender-lens investing specialist at Impact Investment Exchange, is framing the investment world's first-of-its-kind asset class...more

The Legacy of Great Lee Byung-Chul: A Visionary Entrepreneur

The man responsible for turning Samsung into one of the world's most successful companies has died at the age of 99. Lee Byung-Chul, who founded the company in 1910 and became its chairman in...more





The Tisch, Johnson and Mara families have announced $3 million in donations to the NY/NJ Snowflake Youth Foundation, the independent charitable legacy of the NY/NJ Super Bowl Host Committee.



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