Page Author: Evan Hughes QFA CFP
Better for the world, society & you
Ethical investing is known under different names but each have similar goals and outcomes
E.S.G.
investing
A strategy and practice to incorporate environmental, social and governance (ESG) factors into investment decisions. Active ownership is prominent in E.S.G. investing to manage downside risk to investors.
Socially Responsible
investing
S.R.I. focuses on the positive nature of the business that the company conducts. Relying heavily on E.S.G factors, S.R.I seeks to promote additional positive outcomes as well as returns for investors
Impact
investing
An investment strategy that not only generates financial returns but also creates constructive outcomes. Similar to S.R.I in outlook, Impact funds place a high priority on positive social outcomes and investor returns
E.S.G issues
Environmental
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climate change
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resource depletion
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waste
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pollution
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deforestation
Social
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human rights
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modern slavery
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child labour
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working conditions
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employee relations
Governance
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corruption
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executive pay
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board diversity
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political lobbying
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tax strategy
Ethical fund managers seek to address these issues through active management, negative screening, and collaboration with companies as shareholders
Sustainable development goals
