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.

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

GET IN TOUCH:

CONTACT US:

Tel: 212.408.9565 

Email: info@matauro.com

1290 Avenue of the Americas , 4th Floor, New York, NY, 10104

California Insurance License #: Matthew Klein - 0K57272, Barrett Tabeek - 0I40339, Eliran Abekassis - 0K66096, Allie Fraser - 0k77074, Steven Vanhooker - 0K13368, Benjamin Manley - 0K48657, Evan Grey - # 0K92604, John Bretti - 4011689, Adriano Pisarri - 0L23869.

Matthew Klein, Barrett Tabeek, Steven Vanhooker, Adriano Pisarri has earned the Retirement Planning Specialist title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MATAURO is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license PPG-146548(10/2019) (Exp.10/2023).

Check the background of this financial professional on FINRA's BrokerCheck​