Impact Investing 101: Two More Questions to Ask Your Financial Advisor


Impact Investing 101: Two More Questions to Ask Your Financial Advisor

Impact Investing: Two More Questions to Ask Your Financial Advisor

You have the power to influence positive change in how companies operate. By aligning your investments with your values, you can make a difference.

Just in May and June of this year, shareholder proposals at ExxonMobil, Occidental Petroleum and PPL Corp. each earned more than 50 percent support for climate risk resolutions, ground-breaking results for oil companies and electrical utilities. Investors are making it clear that financial performance isn’t enough – companies must consider environmental, social and governance (ESG) issues as well.

Take action today by scheduling a conversation with your financial advisor about Responsible Investing strategies, so your portfolio can promote the financial performance you want and the social positions you care about.

Here are a few more issues to ask about.

The Paris Accord and Climate Change

The Trump Administration’s decision to withdraw from the Paris Accord doesn’t lessen the risks of climate change impacts – but it puts even more of a spotlight on companies. Within one day of the announcement, dozens of CEOs of U.S.-based companies from General Electric to Apple Computer declared their intentions to maintain their commitments to meeting the commitments implied by the Paris Accord. It’s another sign that companies have the power to lead when governments fall behind.

How do you find those leaders in fighting climate change? Just ask your advisor:

How do I invest in companies that are environmental leaders?

Water Stewardship

Access to clean, safe water supplies is easy to take for granted, but it’s one of the most pressing humanitarian issues worldwide. Companies that don’t manage water risk effectively can negatively impact their long-term profile, costs and social license to operate in a community.

Ask your advisor if your investments are being effective stewards of our water supply.

How can my investments support companies that care about protecting the world’s clean water?

Read last month’s questions here.

All views and opinions expressed are presented for informational and educational purposes only, represent the views and opinions of Calvert Research and Management as of the date of the writing and are subject to change without notice. These views and opinions are not intended to forecast future events or guarantee future results and do not constitute a recommendation or a solicitation to buy or sell any security.

Investing involves risk including the risk of loss
Calvert Research and Management is a subsidiary of Eaton Vance Corp Two International Place, Boston MA 02110

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