Why?
We believe that your investments should be aligned with your values. You may be uncomfortable with the presence of unsustainable businesses in your portfolio. Your ownership of these companies may present an ethical concern, an unacceptable risk, or a missed opportunity to invest in companies that are at the forefront of innovation. Current research from MSCI ESG revealed that only 1 in 10 of those interested in Environmental, Social and Corporate Governance screened portfolios actually hold responsible products in their portfolios. The Blue Heron ESG leader portfolios are a result of our efforts to innovate and to provide you with a better, more sustainable option.
Why not?
Making the choice to invest responsibly is not making the choice to accept lower returns. Our research has shown that focusing on sustainable businesses can positively impact your portfolio’s performance and can measurably lower your risk2.