INDUSTRY INSIGHT
FINANCIAL PLANNING
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Different Shades of Green:
Juxtaposing Old and New
A
s we make our way through the holiday season, many investors have
on their list of new years resolutions to align their investments with their
values. At Hampton Wealth Management, our endowment supermodels
embrace sustainable and responsible investing (SRI), which has evolved to include
environmental, social, and governance (ESG) issues, to deliver results to the
“double bottom line”: companies doing well in the marketplace and doing good
in the world.
How green is your portfolio?
Socially responsible investing has come a long way. In the 1970s, SRI was about
exclusionary advocacy and equal rights. In the 1980s, various disasters led to an
emphasis on corporate governance and environmental responsibility. In the 1990s,
the movement evolved towards sustainability and business reporting. In the 2000s,
climate issues came to the fore. Impact investing opportunities also became
available. And now in the 2010s, the investing mainstream has taken notice of
ESG — no longer dismissing it as a niche activity, nor as a topic of heated debate.
Academic research and industry studies demonstrate that incorporating ESG
factors can improve risk-adjusted returns over a traditional portfolio — while
making the world a better place. In a challenging environment of slow growth and
low interest rates, where investors increasingly are getting paid less to take on
more risk, strategies that focus on ESG factors can bring meaning and engagement
to material prosperity, while solving for the world’s most daunting problems.
Nowadays, modern ESG strategies are much more nuanced and sophisticated
due to the collection of more robust data. There are many new ways to make a
difference beyond stereotypically negative screening: ESG integration, shareholder
advocacy, impact/community investing, and philanthropy.
Investment decisions should serve as a way to express your social, political, and
environmental values. If you are looking for better SRI/ESG conscious choices in
the publicly traded markets, or are inclined to make an impact in the private
markets, then Hampton Wealth Management can help you identify opportunities
that speak concretely to your aspirations. To us, sustainable investing isn’t just
good business, it is personal, too.
For a free consultation, please contact us.
We are moving beyond the capitalism/
philanthropy dichotomy by combining
them together in a movement toward
creative capitalism.”
—Bill Gates,
Founder, Microsoft Corporation and Chairman,
Gates Foundation
Commerce and entrepreneurial
capitalism take more people out
of poverty than aid.”
—Bono of U2, Singer,
Venture Capitalist, Philanthropist
One Pine Corporate Center, Suite 200
6021 Wallace Road Extension
Wexford, Pennsylvania 15090
Michael Lynn, MBA, AIF, AAMS, CMFC
Investing involves risk including loss of principal. Further, depending on the
different types of investments there may be varying degrees of risk. Socially
responsible investing does not guarantee any amount of success. Clients and
prospective clients should be prepared to bear investment loss, including loss
of original principal.
Founder & President
412.600.2725
[email protected]
hampton-wealthmanagement.com
Registered Representative, Securities offered through Cambridge Investment
Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative. Cambridge Investment Research Advisors, Inc., a Registered
Investment Advisor. Cambridge Investment Research Advisors, Inc. and
Hampton Wealth Management, LLC are not affiliated.