ESG / Sustainable Investing

In the booming investing movement known as Sustainable, Responsible, or ESG Investing, we work with socially- and environmentally-conscious individuals, families, business owners, and corporations, creating a returns-focused alignment of your investment portfolios with your values, beliefs, and causes.

“Sustainable Investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.”
* Excerpt, Putnam Investments, “What is sustainable investing?” 

The new era of Sustainable Investing (ESG) has ushered in a values-based approach that includes:

  1. Sophisticated corporate sustainability and performance criteria, data, and ratings systems;
  2. Hundreds of indexed, broad, and niche ETFs and mutual funds with which customized asset allocations for an investor’s personal values, beliefs, and causes can be created; and
  3. Thousands of medium- and large-cap equities that qualify as highly-rated ESG assets.

ESG is the acronym for Environmental-Social-Governance factors and covers analysis criteria such as these:


Cary Stamp & Co understands the desire to invest in a thoughtful, responsible manner that positively impacts the planet and its people. So much so that we have an advisor specializing in Sustainable Investing (ESG).

We work with individuals, families, businesses, and corporations (think 401k and retirement programs), guiding you through a personalized Sustainable-ESG portfolio creation process. It's rare to find a corporation that has already integrated ESG funds into 401k investment choices for its employees. Yet investors (ie. employees) continue to express strong interest in the ESG space.

The best news? You don't have to sacrifice returns to invest with your values and in the causes you believe in. Among others, the International Monetary Fund’s Global Financial Stability report (Oct 2019) found that the performance of Sustainable-ESG funds is comparable to traditional funds. “We don’t find conclusive evidence that sustainable investors underperform or outperform regular investors for similar types of investments,” said Evan Papageorgiou, an author of the IMF research.

Note: all investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met.

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