ESG and SRI Investing Insights and Updates

At Envest Asset Management, we have a menu of investments that we choose from to personalize investment strategies for clients. Though many clients will be invested in the same funds as others, overall allocations vary based on risk appetite, client ages and intended use of the investment portfolio. Most of our clients choose to have … Continue reading “Evaluating Investments with an ESG/SRI Lens”

At Envest, a guiding principle of our firm is to provide clients with balanced, quality investment portfolios that also address environmental, social and governance (ESG) sustainability.  We also help clients express individual values on a limited basis when that is requested.  That said, this type of investing is a choice, and we do manage portfolios … Continue reading “ESG Investing at Envest Asset Management”

Financial Moves You Can STILL Make  Tax filers are getting a few extra days this year since April 15th falls on a Saturday and Monday the 17th is a holiday in certain jurisdictions.  So, taxes are due Tuesday, April 18th. There is still time to take some last-minute, small financially beneficial tax strategies if any … Continue reading “Last Minute Money Moves in 2023 To Help With 2022 Finances”

Washington’s Bi-partisan Inflation Reduction Act (IRA) Let it work for you! While the often caustic rhetoric of the midterm elections was getting into gear in late summer, Washington legislators actually came together and passed the Inflation Reduction Act (IRA) on August 7th  inspiring The Atlantic to call the date “probably the best day for climate … Continue reading “Washington’s Bi-partisan Inflation Reduction Act (IRA)”

Sustainne reached out to James Osborn of Envest Asset Management to answer some questions about investing in the age of climate change. We wanted to know whether sustainable investing had gone mainstream, whether it was possible to make a positive impact without sacrificing performance, and whether there was a means for individual investors to put … Continue reading “Sustainable Investing For All Q&A”

Ethics and Global Concerns Driving Change   With the rise of the conscientious consumer and growing awareness about global warming, it’s no wonder that companies are pivoting toward higher sustainability. Aiming to increase sales by distinguishing their products to consumers, companies are finding sustainability an important factor. In fact, a majority of corporate executives now … Continue reading “Growing Interest in Sustainable Investing”

Part 2 – Using Ethics-Based Investing for Thematic Socially Responsible ETFs In Part 1 of a two-part series, we reviewed ETFs based on use sustainability indexing. In Part 2 of the two-part series, we take a look at Ethics-based ETFs. This has been edited from the original article by James Osborn, Founder, Principal of Envest … Continue reading “ESG ETFs – Ethics”

Part 1 – Using Sustainable Indexing for Market-Based ESG and Socially Responsible ETFs This article is Part 1 of a two-part series that discusses Socially Responsible Investing ETFs. This has been edited from the original article by James Osborn, Founder, Principal of Envest Asset Management, LLC in Investopedia. Once considered a “feel good” investment strategy, … Continue reading “ESG ETFs – Sustainable Indexing”