• Aaron Wassenaar

Does Your Money Reflect What Matters Most?


Sustainable investing requires familiarity with a dizzying list of acronyms so arcane you might think they originated with bureaucrats. Truth be told, many of them did. ESG. SRI. UNGC. SDG. PRI. TCFD. That’s not including SASB and GRI. Don’t let them put you off, ESG investing blends environment, social & governance factors into traditional investment evaluations.

  • Environmental: Conservation & Protection of the natural environment. Ex: air emissions, energy uses, & natural resources.

  • Social: Relationships with employees, suppliers, clients & communities. Ex: equal employment, healthcare, education, & housing.

  • Governance: Standards for company leadership, risk control, & shareholder rights. Ex: ethical business practices, pay discrepancies, & voting rights.


Action Point Retirement is committed to closing the information gap on what ESG is and how it can be used in our investment decision-making.

  1. Educate our clients to better align their assets with their personal values: More education and training on the specific strategies that help clients realize their goals—be it values alignment, better risk management, influencing corporate behavior or addressing pressing societal issues.

  2. Make ESG part of the investment performance discussion: The key questions investors need to ask is whether the investments they choose to support their values are actually delivering on that objective and are they able to obtain the performance necessary to meet their financial/retirement needs.

  3. Provide clearer definitions of what is meant by ESG: It starts by establishing consistent terminology on ESG. But it also means establishing clear standards and uniform reporting for identifying and measuring the strategies that will help clients achieve specific goals.

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