Sustainable & Responsible Investing

achor arrow to next section

Invest in Industries
Near and Dear to Your Heart

Sustainable and responsible investing is about more than just investing with your wallet. It’s about investing with your heart. More than ever, we hear from clients that they want to know where their money is being invested. But with most people receiving exposure to the market through exchange-traded funds, it can be challenging to get a handle on exactly where your dollars are going.

Different funds have emerged that enable our clients to invest in a variety of industries and topics that they are passionate about. Among them, we’ve helped clients invest in:

  • Environmental preservation
  • Sustainability
  • Renewable energy generation

Investments that Impact
The World in Which You Live

Some investors may be motivated by specific environmental or social causes. Others simply want their wealth to be invested in companies that consider more than just shareholders in their decision-making. Investment themes we specialize in include:

  • Respecting human rights
  • Corporate transparency
  • Governance best practices
  • Work diversity
  • Housing & homelessness
  • Reducing resource degradation
  • Promoting sustainability

Socially Conscious Investing

Sustainable and responsible investing (SRI) goes by many names, including environmental, social and governance (ESG) investing, mission-aligned investing, and impact investing. We’ll help you understand them all.

Environmental preservation – Do your part to preserve our planet’s future so it can be enjoyed by generations to come. Smart, sustainable investment strategies can help.

no money

Build a better workplace – Invest in organizations that are promoting diversity in the workplace. Help employees expand their minds through eclectic people and perspectives.

Support your community – Help those who are less fortunate in your neighborhood by supporting local charities that feed and shelter the homeless.

Advocate for human rights – Create a better world through responsible investments that support the fundamental rights of all people.

Sustainability – Don’t want exposure to fossil fuel stocks? We can do that. With our sophisticated planning software, we can literally screen for whatever the heart desires.

Invest in conscious causes that you are passionate about. The Evergreen team has extensive experience building and managing portfolios that seek to balance value alignment with financial objectives.

Get startedMeet our team
forest

Solutions to Support Your Goals

Contact UsEvergreen video series

Connect With Us

Contact

Careers