Sustainable Investing

Our investment philosophy reflects our commitment to our clients, our team, and our communities. We analyze investment risks and opportunities from a broader perspective, because we believe understanding environmental, social, and governance (ESG) factors is fundamental to valuing a company.

 

We strive to be responsible stewards of our clients’ assets by seeking competitive investment returns from a portfolio of companies that can contribute to and benefit from sustainable, global growth. 

 

We believe Environmental, Social, and Governance (ESG) research helps us identify companies with sound governance and a history of responsible financial management that will be successful over the long-term. We prefer best-in-class companies with innovative approaches to the environmental and social challenges their industries, society, and the world. “Best-in-class” refers to companies that Action Point Retirement believes has a better track record on ESG criteria than other companies within the same industry or sector.

We seek to identify companies with strengths in a reasonable number of ESG criteria and/or with the potential to make progress across the ESG spectrum, while seeking to rule out companies with the worst ESG records relative to industry peers.

 

Environmental 

  • Climate change

  • Natural Resources 

  • Pollution & waste

  • Environmental opportunities 

Social

  • Human capital

  • Product liability 

  • Stakeholder opposition

  • Social opportunities 

Governance ​

  • Corporate governance 

  • Corporate behavior