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According to a recent survey by Morgan Stanley, 99% of millennials were interested in sustainable investing. This is at an all-time high! That’s the good news. Despite this interest in environmental, social, and governance (ESG) investing, much doubt and confusion still remains. As many as 70% of all investors, according to Morgan Stanley, continue to believe “green” investing negatively effects performance, despite plenty of evidence to the contrary . . . which we have covered over and over again on this site since 2015!
In this Greenmoney article (How Millennials Can Make an Impact with Their Money), you can find tips for a variety of ways to better align your investments and your banking with your sustainability goals. The amazing ESG growth that has occurred over the past few years has not necessarily brought more clarity to investors. The article highlights a few ways to sift through the various methods of applying ESG criteria and the growing number of funds offered in the socially responsible realm. It also provides some valuable insight into sustainability themes involving crypto currencies. Hope it helps!
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies. CFS is a registered investment advisor located in Bend, Oregon and licensed in Oregon, California, Washington, Arizona and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.
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A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies