ESG Investing: It’s Not about Politics

May 16th, 2019

Aldwin Callen has always thought that investing based on Environmental, Social, and Governance (ESG) concerns is about performance, not politics. So it was delightful to read this week's Barron's column by John Streur, President and CEO of Calvert Research, making the same point. "Evaluation of ESG criteria is not an attempt to impose a political agenda on society through capital markets," says John. ESG investment techniques have become commonplace due to a rising recognition among consumers and investors alike that ESG issues are important to the financial performance of organizations everywhere."

We, like Calvert Research, feel that there are numerous misconceptions regarding ESG investing, and that ESG is not about politics. We also understand that the benefits of investments (their "utility") come from more than just profits for certain people, including many of our clients. We make it a priority to build portfolios that reflect not just our clients' risk/return objectives, but also, when appropriate, their values.

We Are Here to Assist You. Aldwin Callen's Senior Wealth Advisors are available to help you
design a financial strategy tailored to your specific needs.

Important Information

Aldwin Callen's wealth management may provide you information about its products and services through this material. The information presented here may not be appropriate for all investors, and there are risks associated with making an investment based on the ideas presented.

This document may contain information regarding Aldwin Callen' brokerage and investment advising services. We encourage clients to speak with their Aldwin Callen representative about the products and services they are considering and to clarify any questions they may have about the distinction between brokerage and investment advisory services, including the obligation to disclose conflicts of interest and act in their best interests.

Aldwin Callen may hold a position for itself or one of our other clients that is inconsistent with the information, opinions, estimates, investment strategies, or viewpoints contained in this paper. Aldwin Callen or its affiliates may maintain a stake in or operate as a market maker in any of the financial instruments discussed herein, or act as an underwriter, placement agency, advisor, or lender to such issuer.

© 2019 Aldwin Callen. All Rights Reserved.