What is Sustainable Investing?
November/December 2016
Sustainable strategies that incorporate environmental, social or governance considerations into investment decisions. You may have heard of Environmental, Social and Governance (ESG), Socially Responsible Investing (SRI) or Impact Investing. SRI began by excluding “sin industries” in the early 20th century. Since that time, sustainable investing has evolved to include and exclude a wide variety of factors.
Examples include: • Environmental policy• Water supply management• Clean energy investments• Working conditions• Community impact assessment• Board structure and diversity• Shareowner rights
Amanda R. Piper, CFA, MBA, CEP
Financial Advisor, RJFS Chief Investment Officer
In 2015, Amanda earned the Chartered Financial Analyst® (CFA) credential, the most respected and recognized investment management designation in the world.
Wagener-Lee, LLC An Independent Registered Investment Advisor
5950 Symphony Woods Road, Suite 412Columbia, MD 20144
phone: 443-276-9595
EMAIL: [email protected]
www.WagenerLee.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risks and investors may incur a profit or a loss. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
