All about sustainable investing

Learn what you need to know to make a difference

Only 39% of investors invest sustainably-largely because they just aren’t clear about what it is, and how it can make a difference. Here, we break it down for you with what you need to know about sustainable investing to get started and make a difference.

What is sustainable investing?

It’s a way to invest for the returns you expect while staying true to your values. That’s whether you care about a cause, driving social change, or how a company or country conducts itself.

Three main ways to invest sustainably:

Exclusion

Exclude companies and industries that don’t reflect your values from your portfolio.

Integration

Integrate environmental, social and corporate governance factors into your portfolio to improve your returns and reduce your risk.

Impact

Invest with the intention to generate measurable environmental and social impact, alongside a financial return.

Myth vs. reality

Myth

You sacrifice performance
 

Sustainable investment returns are comparable to what you can expect from conventional ones.2, 3 According to research, investing sustainably improves returns or doesn't harm them.2 So it's little surprise the global sustainable investment market is growing.

Myth

You can’t measure the impact

With impact investing, you can already see the difference you’re making, since that’s a criteria. Even more promising, companies and funds are reporting their social and environmental impact.

Myth

You need to be an expert
 

A simple way to reflect your values is to choose sustainable investment mutual funds, SMAs or ETFs. By 2023, investors expect sustainable investing to be mainstream, so join the movement.

Why should you invest sustainably?

No part of this video is intended to constitute advice or a personal recommendation. Any changes to strategy to incorporate sustainable investing factors or otherwise should be discussed with your Client Advisor.

Overheard at the WEF: Wendy Woods, BCG and James Chin Moody, CEO Sendle, talk about how corporations that do well on ESG, outperform their peers,2 and how you can be good for business and good for the world.

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Who’s investing sustainably?

The young and the wealthy lead the way1

39% of investors globally

56%
Ages 18-34

54%
$50m+ in assets

Fresh perspectives

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