Sustainable investing is an investment approach that considers your values in portfolio selection and management with a goal of generating social and/or environmental benefits in addition to a financial return.
If you are interested in learning how to invest according to your values while seeking positive investment returns, we can help you determine if an ESG (Environmental, Social, and Governance) portfolio model is right for you.
For investors who want to consider environmental, social, and governance factors in addition to a traditional financial analysis when building their portfolios, ESG offers an opportunity to align one’s investments with one’s values.
Mason’s approach to sustainable investing is to utilize broad market benchmarks and retain our strategic allocation, applying client-guided screens within our strategic target allocations and selecting from Mason approved fund managers. We also offer the option to customize screens to include or exclude specific companies or issues.
Is sustainable investing right for you?
If you are interested in learning more about the pros and cons of sustainable investing, your Mason planner would be happy to speak with you about whether it is appropriate for your needs.
Mason takes a personalized approach
When you work with Mason, we take the time to understand your preferences and investment goals. And your investment strategy, including whether to consider ESG factors, is tailored to meet your needs.
If you are already a Mason client, please contact your Mason team with any questions you may have about aligning your investments with your goals and values. And follow us on Linkedin to stay up to date on Mason insights.