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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Selected Grant News Headlines

A customized collection of grant news from foundations and the federal government from around the Web.

Spokane Businesses Owned by People of Color Awarded New State Grant Funds

People of color make up about 20% of Spokane County, Wash., but they own about 8% of the county's businesses, reports the Spokesman-Review. That's why the Spokane Workforce Council is...more

Nbta Survey to Shed Light on Parties' Stance on Education Ahead of Election

The New Brunswick Teachers Association is asking teachers and voters in the Canadian province to take a survey ahead of the next provincial election in September, the CBC reports. "We've seen a...more

Climate Action in the Performing Arts

The National Institute of Dramatic Arts in Australia is offering a master's degree in "ecoscenography"that is, "ecological design for performance," reports the Guardian. The program is the first...more

Issues of the Environment: City of Ann Arbor Working to Protect Trees from Damaging Natural Gas Leaks

At least 31 trees in Ann Arbor, Mich., are being killed or damaged by natural gas leaks, according to a new report commissioned by the city. The report found that gas was damaging roots and the...more

Of Note: Puryear Law Group Changes Name

A Tennessee law firm has changed its name in order to better reflect its role in the financial services, real estate, construction, and insurance industries. Puryear Pippenger & Cook, founded in...more

E-Waste Processor Sircel Secures $5M Impact Investment

A company in Australia that processes up to 100% of e-waste has just secured $5 million in funding, making it the country's largest e-waste processor and the only one capable of diverting up to 100%...more

Natural Ventures Closes Inaugural Fund Targeting Ag Innovation

A new $100 million fund aims to make a positive difference in the world's food and water supply. The Natural Ventures Fund I, a 10-year closed fund, is the first from a consortium of investors...more

Prime Role for Ai in Impact Decisions

"There are few people as informed about the latest state of AI developments and its level of adoption in financial services, who have also sat shoes in the shoes of investment managers and asset...more

Blusmart Raises Inr 200 Crore from Ms Dhoni Family Office, Renew'S Sumant Sinha

One of the world's most popular electric-vehicle ride-hailing services is getting a big boost from one of India's most famous sons. Mahendra Singh Singh Jaggi, former captain of the Indian...more

Trill Impact Closes Venture Fund after Raising ‚¬90M

Sweden's Trill Impact has made its first venture fund a success with the final close of its $90 million fund. The fund, the first of its kind in Europe, was backed by institutional investors...more





Chief executive of HCT, Dai Powell, shares the experiences and practical lessons he learned along the way when teaming up with Ealing Community Transport to deliver site transport during the Olympic Park construction.



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