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INVESTING WITH AN IMPACT

The modern investor emphasizes companies initiatives—specifically environmental, social, and governance (ESG) initiatives—more so than investors just years ago. Rather than focusing solely on performance, many investors are equally concerned with how the companies in their portfolios treat internal stakeholders, the environment, and shareholders.

Dan Carreno, CIMA® of Change Finance, joins our own David Frum to discuss the fundamentals of the growing investment screening process, ESG. The two experts provide a brief history on ESG investing, compare various green investment initiatives (ESG, SRI, and Impact), and address the elephant in the room: performance. How does the performance of ESG investments compare to the average mutual fund?

Viewers will also learn more about our ESG screening process at Denver Wealth Management, Inc. For questions regarding ESG-screening in your portfolio, call our office at (303) 261-8015. You may also schedule a free consultation with one of our Denver-based advisors here.

DISCLOSURES

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Dan Carreno and Change Finance are not affiliated with LPL Financial and Denver Wealth Management.

This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.

All information is believed to be from reliable sources; however, Denver Wealth Management and LPL Financial make no representation to its completeness or accuracy.

Socially Responsible (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities or certain issuers for non-financial reasons and, therefore, investors my forgo some market opportunities and the universe of investments available will be smaller. 

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