Scarbrough Financial Group, LLC
  • Home
  • Who We Are
    • About SFG
    • LPL Financial
    • Meet the Team
    • Collaborative Resources
    • Careers
  • Resources
    • Services
      • Social Security Planning
      • Medicare Planning
    • Education
      • 2025 Outlook
      • News & Articles
      • Financial Calculators
      • Useful Websites
  • Making a Difference
    • Impact Investing
    • Philanthropy
  • Contact
Client Login

Impact Investing: Environmental and Social Governance


Sustainable or Socially Responsible Investing is investing that takes environmental, social and governance (or what is often known as ESG) considerations into decision making, whether from a risk or opportunity standpoint. Yet Socially Responsible Investing is a very broad area, one which encompasses everything from funds with a religious mandate to portfolios which invest in alternative energy or water technologies. 

Unlike investors who follow traditional socially responsible investing (SRI) methods, ESG investors are often trying to change behavior. Some ESG investors may attempt to effect what they believe will be positive social good by advocating for changes in corporate policies. ESG investing is an evolution of the SRI concept, but with a different approach. Though some use the terms interchangeably, a distinction can be drawn based on how these concepts are incorporated into the portfolio management process and what investors are attempting to achieve.

The SRI process typically involves excluding certain investments from the portfolio - and that decision may be made without consideration to the portfolio return - making it an "allow/disallow" decision. In addition, an SRI investor’s primary goal is to disassociate from an activity; changing corporate behavior is usually a secondary consideration at best. In contrast to the "allow/disallow" behavior, ESG methods give a company a score, which can be used along with other data points when deciding to buy a company.

And as noted above, ESG investors may be more committed to enacting change through their investments. You chose the extent to which we use these screens for your portfolio. We incorporate socially responsible and ESG analytics across our platform.

 

 

 

 

Dynamic Wealth Planning

Today's market complexity demands specialized attention, with a holistic approach to wealth management.

Discover the SFG difference »

Connect with us on:

     

Objective Guidance

Wealth Planning

Contact Information

  • info@scarbroughfinancial.com
  •  
  • North Bay
  •   Phone: 707-523-7400
  •  
  • Marin
  •   Phone: 415-870-2355
  •  
  • Office Hours
  •   Monday - Friday:
    8:30AM - 5:00PM

Newsletter Sign Up

To receive regular market updates from the Scarbrough Financial Group, simply click the secured button below. Thank you.

 

Sign Up for Email Updates

Copyrights © 2024 Scarbrough Financial Group, LLC | All rights reserved

  • Home
  • Privacy
  • Services
  • Contact

LPL Financial Form CRS »

The financial consultants of Scarbrough Financial Group, LLC are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, OR, WA TX, MA, NY, AZ Check the background of this firm on FINRA’s BrokerCheck.