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An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Incorporating ESG and Sustainability in Your Investing Strategy

January 26, 2023

Do you want to achieve multiple goals with your investment plan? You’re not alone. Increasingly, people want to feel good about the companies they’re investing in beyond expecting a positive return financially. There’s a lot more that goes into running a company, and investors today care about what’s happening behind the scenes and the sustainability efforts of companies. 

More people are conscious about supporting businesses and causes they care about with their investment strategy. One study from Aviva Investors found that 90% of investors currently consider sustainability and ESG when making real asset investments. 17% of those investors consider ESG a critical factor. 

More than 500 global institutional investors were evaluated in this study, and more of them are interested in capturing ESG impacts. ESG simply refers to environmental, social, and governance investing to balance out your portfolio more ethically. In addition to financial factors you might consider in deciding which companies to invest in ESG adds a further lens to look at non-financial factors related to the company’s sustainability.

Some examples include things like executive pay, air water pollution impacts, data security, political contributions, human rights, waste management, customer satisfaction, water usage, internal corruption, and lobbying. 

Working with a team of advanced financial professionals can help you to evaluate your overall portfolio and to decide to what extent you wish to incorporate ESG strategies. We are very familiar with helping people navigate this process and choose an ESG or other investing strategy that helps support you now and well into the future, while also incorporating your personal goals, vision, and values.


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Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more