PRIMER

ESG INVESTING

WHAT IS ESG INVESTING?

ESG (Environmental, Social, Governance) also known as Socially Responsible Investing is an investment approach that seeks to focus on companies that are more environmentally friendly and/or socially conscious than their industry counterparts.

 

WHY DOES MATAURO OFFER ESG INVESTING?

In our view it is important to provide clients with the opportunity to invest in companies that align with their personal beliefs and core values.  In certain cases, providing this avenue of expression can be important for reasons that extend beyond the bottom-line.

 

WHAT IS YOUR STRATEGY FOR ESG/SOCIALLY RESPONSIBLE INVESTING?

Our framework for ESG/Socially Responsible investing is based around Dimensional Fund Advisor’s 4 pronged-approach to socially responsible investing. 

 

To briefly summarize their approach, we’ve quoted from their article, "Doing Well and Doing Good" below:

  • Apply a methodology that emphasizes the sources of higher expected returns while minimizing unnecessary turnover and trading costs.

  • Systematically evaluate company sustainability metrics across all major industries.

  • Emphasize investment in companies acting in more environmentally sound ways than their industry counterparts.

  • Exclude or underweight companies based on other key environmental and social considerations maintaining broad diversification.

Equitable Advisors and its affiliates are not affiliated with Dimensional Fund Advisors.​