Isn’t it time that we started to care how profits are made, and not just how much profit is made? The ability to fully customize your investments used to be exclusively for the mega-wealthy. That’s not the case anymore. At Simmons Capital Group, we work together to help incorporate your values into your investment portfolio.
How it works:
1. Define your values
The first step towards investing sustainably is defining which issues you would like to focus on. Maybe you care about the environment, are active in your local community, or you are focused on buying responsibly sourced food and products. The values mapping exercise helps you create your personalized sustainability mission.
Customize your portfolio using these available pillars:
Source: Ethic
2. The Healthcheck
Now that you’ve determined which causes are most important to you, we run a Healthcheck to diagnose just how compatible your client investments are compared to your chosen pillars.
For example, if animals are important to you and Company X tests on animals, this Healthcheck gives you the insight you need to identify the problem company and take corrective action.
Source: Ethic
3. Rebalance
Once you know which securities are “clean,” meaning that they align with your sustainability preferences, we help you transition your investments into a portfolio that incorporates those securities and filters out those that don’t.
Source: Ethic
4. Measure your impact
As the saying goes, “money never sleeps”—and in this case, yours is actively working to make the world a better place. You will immediately see the impact your portfolio is creating. This reporting uses tangible examples to demonstrate how your portfolio is making a difference (e.g. gallons of water saved etc.).
Source: Ethic
