What is Sustainable Investing?

What is Sustainable Investing?

Sustainable investing describes investment strategies that incorporate environmental, social or governance considerations into investment decisions. You may have heard of Environmental, Social and Governance (ESG), Socially Responsible Investing (SRI) or Impact Investing. SRI began by excluding “sin industries” in the early 20th century. Since that time, sustainable investing has evolved to include and exclude a wide variety of factors.

Examples include:

• Environmental policy
• Water supply management
• Clean energy investments
• Working conditions
• Community impact assessment
• Board structure and diversity
• Shareowner rights

How should you approach sustainable investing?

Contact me to help you develop a personalized portfolio focusing on sustainable investing.

Amanda R. Piper, CFA, MBA, CEP
Financial Advisor, RJFS
Chief Investment Officer, Wagener-Lee, LLC
In 2015, Amanda earned the Chartered Financial Analyst® (CFA) credential, one of the most respected and recognized investment management designations in the world.
Wagener-Lee, LLC
An Independent Registered Investment Advisor
5950 Symphony Woods Road, Suite 412
Columbia, MD 20144
PHONE: 443-276-9595
EMAIL: amanda@WagenerLee.com

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Wagener-Lee, LLC and Raymond James Financial Services Advisors, Inc.
Wagener-Lee, LLC, is not registered broker/dealer and is independent of Raymond James Financial Services.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and investors may incur a profit or a loss. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. This investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.