WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Introducing the WrapManager SAIRSHA Global All Cap ESG Portfolio

Posted by Doug Hutchinson | CFA®, Director of Research and Trading

June 19, 2018

Some investors wish to align their personal values with their investment portfolio, but there have traditionally been several stumbling blocks for investors looking to assemble a diversified ESG (Environmental, Social, and Governance) portfolio.

Fortunately, WrapManager now offers an innovative ESG investment solution which seeks to provide diversification among asset classes, market capitalization, country of domicile, and ESG methodology.

What are ESG criteria? Environmental, Social, and Governance (ESG) criteria is a set of standards for company’s operations that socially conscious investors can use to screen investments. Environmental criteria look at how a company performs as a steward of the natural environment. Social criteria examine how a company manages relationships with its employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, executive pay, audits, internal controls, and shareholder rights.

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Investment Planning Investment Plan financial planning socially conscious investing esg investing

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