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Investing alongside companies that respect your appreciation for environmental, social and
governance (ESG) awareness just makes good investing sense. In the “old days” one might
argue that to invest with a social purpose might mitigate performance—but today that is just
not the case. More and more of the “smart money” is investing in companies that have a great
track record of ESG, and we see this as growing trend that will add value for shareholders.
The problem with most mutual funds or exchange traded funds is that they invest in a wide array
of companies without regard to ESG, which invariably makes you an investor in some of the very things
you might despise most.
At Main Street Research, we invest using individual securities which allows us to rigorously screen for
companies with an excellent track record of ESG issues. Since we manage each client’s portfolio separately, we
can even create screens specific to your family’s or foundation’s ESG wishes. Highly sustainable investing feels
good for you and your portfolio!
If you are interested in bringing a higher social conscious to your investment portfolio, feel free to give us a call.
Minimum relationship $1,000,000.
“Few investors would consciously invest in
companies that have terrible environmental,
social and governance track records
...but because of Wall Street products,
many investors do.”
-Elizabeth I. Baldassari
Director, Fixed Income