How Sustainable Investing Is Changing People, Business & The World

Building wealth doesn’t have to mean leaving your values at the door. From conscious capitalism to impact investing, you’ve got a lot of options for supporting your values through your investment strategies.

Broadly speaking, these options are part of a larger movement called “sustainable investing,” designed to help you invest in ways that support your ethics and values. Sustainable investing has become increasingly popular as more people look for ways to incorporate their beliefs into their wealth strategies. In 2019, $13.5 billion moved into sustainable funds—nearly three times the fund flows in 2018.1

One reason it’s become so popular is that more people are recognizing that the companies solving the world’s biggest challenges may be in the best positions to thrive. Often, that’s because these companies are pioneering better ways of doing business.2

Beyond that, sustainable investing can also offer a greater sense of purpose. It can bring deep, personal fulfillment that may be just as valuable as financial returns.

Learn more about four approaches investors are using to align their financial choices with their beliefs through sustainable investing.

4 Ways to Integrate Your Values in Your Investing:

#1 Socially Responsible Investing (SRI)

SRI takes a values-based approach. That means your values guide your investment choices. So, SRI usually involves investing in companies that align with your social, political, and/or religious values. It can also involve screening out companies or industries doing things you stand against.

#2 Environmental, Social & Governance Investing (ESG)

ESG investing involves supporting companies that are working to improve the environment or community. You are often looking to support companies working to improve their local communities or that have corporate cultures that support your values.

#3 Thematic Investing

With thematic investing, your choices and investments are driven by one or more themes derived from your beliefs or ideas about what represents progress. These themes could include anything from green energy and cybersecurity to artificial intelligence, cures for diseases, religion, or more.

#4 Impact Investing

Impact investing is about investing in positive change to try to solve the world’s big problems. That can mean investing in companies that fight world hunger, combat human rights abuses, or are otherwise striving to improve the planet and the human condition. These companies may be working to make positive change, or they may have a corporate culture that supports it.

Sustainable investing is a way to fight the big problems, make real impacts, and support lasting changes that can shape the future.

Financial Lesson:

Your Investment Strategy Can Help Make the World a Better Place

Sustainable investing is about more than just putting your money where your mind is. It offers a way to champion and advance the causes that are most important to you. And it can empower you to fight the big problems, make real impacts, and support lasting changes that can shape the future.

Most importantly, when you integrate your values and your investment choices, you don’t have to compromise on growth. That’s because sustainable investing can be rewarding personally, globally, and financially.

There are a number of strategies available that can help you invest in the companies and industries that share your values and support your beliefs—and avoid businesses that don’t. If you are passionate about certain causes, we can help you create an investment portfolio that reflects those passions. That way as your money grows and you secure your financial future, you are helping build the future you want to see.

If you want to learn more about how sustainable investing might work for you, we have the experience and tools to help.

In service of your goals and values,

Jodi & Mike

Sources & Disclosures

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Integral Investment Advisors, Inc. dba Integral Wealth Management is a Registered Investment Adviser. This material is for informational and illustrative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Advisory services are only offered to clients or prospective clients where Integral Wealth Management and its representatives are properly licensed or exempt from licensure. The views and opinions expressed in this material reflects the personal opinions, viewpoints, and analyses of Integral Wealth Management employees and/or the individual providing such comments, and should not be regarded as a description of advisory services provided by our firm or performance returns of any our firm’s clients. The views and opinions expressed in this material is subject to change at any time without notice. Nothing in this material constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Our firm manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the material.

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