Investing with Impact

INVESTMENT MANAGEMENT FINANCIAL PLANNING TAX-SMART INVESTING INVESTING WITH IMPACT

ESG (Environmental, Social & Governance) Investing is a term that is often used synonymously with sustainable investing, socially responsible investing, mission-related investing, or screening.

At KMG, we define it as the consideration of environmental, social and governance factors alongside financial factors in the investment decision-making process.

COMMON ESG INVESTOR OBJECTIVES:

Personal Values

My investments should reflect my values.

Positive Impact

I want my investments to make a difference in the world.

Integration

I believe that incorporating ESG may improve my investments results.

Interest in sustainable investing continues to grow, with more than $30.7 trillion in AUM. Client demand, increasing recognition that ESG factors can affect risk and return, and regulation are driving the growth. ¹

¹Global Sustainable Investment Alliance, “2018 Global Sustainable Investment Review” (2018). Available at

http://www.gsi-alliance.org/trends-report-2018/