5 Ways to Guide Clients on Esg and Impact Investing


credit: IDEA

Environmental, social, and governance (ESG) investing has gained popularity in recent years as clients seek to align their investments with their values and promote positive change in the world.

But more recently, ESG investing hit a serious roadblock, facing political backlash and even laws banning state officials from investing public funds based on the criteria.

Still, many ESG investments have remained highly profitable.

Over the past decade, the top 20 sustainable funds have garnered an average yearly return of 13.57%, according to Morningstar Direct.

In the past 12 months, their average gain was 18.29%.

"The reality is that any quality sustainable fund is going to be competitive with any traditional benchmark," Peter Krull, director of sustainable investments at Earth Equity Advisors, recently told Financial Planning.

For financial advisors, one way to shore up authority when advising clients on socially responsible investing is to become a chartered SRI counselor (CSRIC).

This designation is overseen by the College for Financial Planning (a Kaplan company), and developed in partnership with US SIF, the Forum for Sustainable and Responsible Investment.

For more, click here.

Read the Entire Article


Selected Foundation News

A customized collection of news from foundations from around the Web.

Chris Pan Wants to Set the Record Straight about His Ohio State Commencement Speech

Chris Pan's commencement speech at Ohio State has been called "cringe-worthy" and "the worst Ohio State commencement speech ever"but the social entrepreneur and 1999 Ohio State graduate wants to set...more

Image Pwc Businesswoman of the Year Awards 2024: Meet the Winners

"It is a night that shines a light on some of the best and brightest women in business." So reads a press release on the winners of the 2024 IMAGE PwC Businesswoman of the Year Awards in Ireland,...more

Gallia County (Ohio) Receives $21.9 Million in Grants through Appalachian Community Grant Program

Ohio Gov. Mike DeWine says the Appalachian Community Grant Program represents "a historic, $500 million investment in Ohio's 32 Appalachian counties." The state has allocated $21.9 million in...more

Lcac Board President Releases Statement to Clear Up Rumors

Rumors have been swirling that the Lakeland Cultural Arts Center in Florida is going under, but the organization's president says those rumors are "greatly exaggerated." In a statement released...more

Our Opinion: Support Community Foundation and Great Give Day
Foundation: Community Foundation of Greater Dubuque

"When it comes to charitable giving in Dubuque and connecting with those most vulnerable and the issues most in need of addressing, no other organization is the tour de force that is Community...more

Giving Up Online Lessons Restored My Confidence

When Jo Harris opened the Henley School of Art in the UK eight years ago, she didn't expect to be teaching online for nearly seven years. But the coronavirus pandemic of 2014 forced her to move...more

Bill Gates Visits Newark Public Schools: Commends Innovative Use of Technology
Foundation: Gates Foundation

"By embracing innovation, the school leadership team from the North, principal and school administrators, teachers and staff are preparing our students to be the digital citizens the world needs,"...more

More Than $82 Million Nih Grant to Propel Ccts Forward
Foundation: Howard Hughes Medical Institute

Researchers at the University of Alabama at Birmingham have been awarded $82 million over seven years from the National Center for Advancing Digital Sciencea record-breaking amount for the center,...more

R.I. Foundation Awards $360K to 15 Medical Research Projects
Foundation: Rhode Island Foundation

Love is in the air, at least when it comes to the research projects funded by the Rhode Island Foundation. The nonprofit has awarded more than $360,000 in seed funding to 15 medical research...more

Four Mdc Students Awarded Prestigious Cooke Undergraduate Transfer Scholarships
Foundation: Jack Kent Cooke Foundation

Four Miami Dade College students were surprised with "life-changing news" this week: They'd been named recipients of the Jack Kent Cooke Foundation's Cooke Undergraduate Transfer Scholarship, which...more






CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that increase economic mobility and financial inclusion.




Federal Government Grant and Assistance Programs



Edited by: Michael Saunders

© 2008-2024 Copyright Michael Saunders