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Values Based Investing

You have goals and you have values. Who ever said these two important priorities must conflict with one another?

You have goals and you have values. Who ever said these two important priorities must conflict with one another?

Introducing EBW’s new Values Based Investing models. Our models take typical Socially Responsible Investing (SRI) and Environmental, Social, Governance (ESG) investing one important step further, to intentionally and intelligently impact the issues many of our clients care about. Our portfolio design was purposefully created to have a definable social and environmental benefit.

First and foremost, all EBW’s portfolios must adhere to our core investing principles of asset allocation and diversification. This is how we manage risk. So, we built a broadly diversified, core portfolio, around traditional SRI and ESG themes. But we didn’t stop there. What makes EBW’s Values Based Investing models different, is that we have added two “satellite portfolios” with the goal of directly supporting social and environmental progress in a more meaningful way.

All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. All security transactions involve substantial risk of loss. Environmental, Social and Governance (ESG) Risk has factors that may cause the portfolio to forgo certain investment opportunities and/or exposures to certain industries, sectors or regions.