Parkside Advisors provides portfolio solutions for clients that would like to have sustainable investment factors incorporated into their investment plan. Sustainable investing means combining traditional financial analysis with Environmental, Social and Governance (ESG) insights. The acronym ESG describes the metrics that drive sustainable security selection, for example:
| Environmental • Climate change • Natural resource use • Pollution and waste • Clean tech |
Social • Human liability • Product liability • Data privacy • Health and safety |
Governance • Accounting practices • Ownership and control • Board independence • Ethics |
Sustainable investing can mean different things to different people, and it can vary significantly depending on the ESG criteria and investment fund strategies employed. Parkside Advisors chooses to use sustainable investment solutions that strike a balance with its portfolio offerings. This means the firm’s sustainable portfolios seek a similar risk and return to traditional market indexes while tilting towards companies with favorable ESG ratings. The ESG insights applied are intended to measure the resiliency of portfolios to long-term ESG risks and opportunities. Parkside Advisors believes these structural aspects of its sustainable funds, and their correlation to traditional funds and indexes, exhibit an important balance between traditional investment considerations while incorporating ESG insights.
For more information about our sustainable portfolio offering, please contact us.