Sustainable Investing

In today’s rapidly changing investment landscape, vigilant oversight of Environmental, Social, and Governance (ESG) factors has become a prominent consideration for serious investors. More than just a trend, ESG investing is a burgeoning methodology that embodies values, delivers returns, and shapes the future of financial markets globally.

Here at Evalesco, we pride ourselves on being at the forefront of ESG investing. Whether you’re seeking to align your portfolio with your personal values or are a savvy investor looking for sustainable long-term returns, integrating ESG into your investment strategy is crucial.

What is Sustainable Investment

Sustainable investment, often framed within the ESG criteria, is the strategic allocation of capital toward ventures that generate not only financial returns but also contribute positively to society and the environment. This investment philosophy recognises that long-term prosperity hinges on the wellness of our planet and equity within our communities.

Rather than a passing trend, sustainable investment has carved a permanent niche in the financial landscape, largely because of a heightened global consciousness about climate change and social issues. Investors are increasingly aware that today’s investments can shape tomorrow’s world.

Consequently, ESG-focused funds are experiencing unprecedented inflow, as both individual and institutional investors seek to align their financial goals with their values. Sustainable investment isn’t just a wise choice, it’s an imperative that resonates with a growing demographic that believes in profit with purpose.

Our Approach to Sustainable Investing

Our Evalesco approach is centred on fostering a sustainable future for clients, emphasising a forward-thinking perspective, and contributing to a better world across generations.

Incorporating strict monitoring of ESG criteria is crucial in propelling investment growth and empowering fund managers to uncover potential risks and prospects within their investment landscapes over the long haul. Embedded within our holistic approach to sustainable investing, we meticulously adhere to a series of strategic measures:

Our foray into sustainable investing begins with a commitment to the United Nations Principles of Responsible Investment (UN PRI). Our specialists rigorously evaluate ESG investment funds to ensure they align with global standards and are truly dedicated to responsible, ethical investment practices. This foundation is non-negotiable, all our investment strategies are built upon principles that recognise the impacts companies have on society and the environment.

An effective ESG framework is gold when it comes to sustainable investing. Our Investment Committee is constantly vigilant, monitoring ESG issues within portfolios, evaluating fund managers’ dedication to ESG integration, and identifying both long-term risks and opportunities. This level of oversight ensures that our investment approach is not only ethical but also driven by a forward-thinking perspective.

For us, ESG integration is not an optional add-on, it’s a fundamental aspect of our investment process. We seamlessly weave ESG considerations into traditional financial analysis, recognising that these factors are indicators of quality, operational excellence, and good management.
This approach enhances our ability to assess a company’s true, long-term value by recognising the material non-financial issues that are crucial to its performance.

We take our responsibility to you and the world seriously, which is why we have stringent screening and exclusion criteria. Our sustainable model excludes companies whose primary business is associated with activities that contradict our sustainable investing goals. This includes entities involved in:

  • tobacco and tobacco products
  • gambling, alcohol, pornography
  • armaments manufacture or distribution
  • high-impact fossil fuels, and predatory lending

Our criteria are not arbitrary, they’re based on a robust analysis of the impacts of these sectors on the environment and society.

FAQ's

When it comes to enhancing your financial portfolio, sustainable investments offer a unique combination of benefits that extend beyond mere monetary gain. By choosing to invest in a sustainable investment fund, you’re aligning your financial growth with positive environmental impact, thereby contributing to a healthier planet for future generations.

These funds are carefully curated to support companies that demonstrate environmental stewardship, ethical business practices, and a commitment to social responsibility.

Not only are you positioned to reap the rewards of emerging green markets, but you also become part of a movement that values long-term ecological prosperity alongside financial returns. In an era where every choice can have a significant impact, sustainable investments empower you to mould a legacy that is both profitable and principled.

At the core of modern investment strategies lies a growing concern for not only financial returns but also social and environmental impact. Sustainable investing and ESG (Environmental, Social, Governance) are two terms often interchanged by investors; however, they bear distinctive differences.

Sustainable investing is an umbrella term that broadly refers to investing with the intention of generating positive social and environmental effects alongside financial gains. It is the pursuit of creating a tangible, long-term benefit to society and a healthier planet.

On the other hand, ESG criteria serve as a set of standards for a company’s operations that socially conscious investors use to screen potential investments. ESG focuses more on the operational processes and policies of the company in question and how these contribute to sustainability.

Financial advisers with expertise in these areas can provide the necessary guidance to ensure not only that your portfolio is robust but also that it speaks volumes about your values and commitment to the future.

Investing in a future that is both prosperous and sustainable is more achievable than you might think. With sustainable investing, you’re not just building wealth for yourself, you’re contributing to a green portfolio that supports environmental stewardship, corporate responsibility, and social empowerment.

Ethical financial planning is about aligning your investments with your values, and it starts with careful selection of assets that prioritise long-term sustainability over short-term gains. Whether you’re considering shares in renewable energy, bonds supporting clean technology innovations, or funds with strong ESG criteria, our experts at Evalesco are here to guide you through the intricacies of creating a robust investment plan that works for you and for the planet.

Investing sustainably means more than just securing your financial future, it’s about making a positive impact on the world while doing so. At Evalesco, we understand that you’re looking to align your investments with your values. That’s why we focus on Environmental, Social, and Governance (ESG) Investing.

We carefully curate opportunities that not only yield robust returns but also contribute to sustainable and ethical practices. With us as your trusted financial advisers, you’ll discover a portfolio that not only grows your wealth but also plants the seeds for a better tomorrow. Whether you’re new to the concept of sustainable investment or seeking to refine an existing strategy, we’re here to guide you every step of the way.

Investing isn’t just about personal gain, it’s a powerful avenue for making a positive impact in the world. Sustainable investing, an approach that harmonises ethical considerations with financial returns, does more than provide the potential for long-term growth, it’s a statement of your values and a stride toward a better future.

It offers the dual satisfaction of seeing your portfolio flourish while supporting initiatives that protect the planet and advocate for social change. By focusing on companies that prioritise ethical finance, your investments can drive innovation and social responsibility. By entering the realm of sustainable investing, you can take an active role in shaping the economic landscape to reflect your vision of a fair and enduring society.

Sustainable investing isn’t just a trend, it’s a culmination of financial prudence, social responsibility, and environmental awareness. At Evalesco, the way we invest our clients’ funds shapes not just balance sheets, but also the world. Our approach is rooted in robust principles, and our commitment is unwavering. Join us on this path to a sustainable future where your investments work not just for you, but for the generations to come.

Together, we can make a difference with investments that go beyond financial returns. Entrust your portfolio with Evalesco as we lead the way in sustainable funds and investor management.

Contact us and book a session with one of our sustainable investment advisers in Sydney. We’ll help you shape a portfolio that’s not only financially savvy but also responsible.