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Resources for Applying Eco-Friendly Practices in Your Finances

Investors are increasingly applying non-financial factors such as environmental concerns, social justice, and governance practices (or ESG) as part of their analysis process to identify material risks and growth opportunities. Here are some resources to better understand what this means for your investments.

Important Terms for Eco-Friendly Investing

Green investing:

Green investing refers to investing activities aligned with environmentally-friendly business practices and the conservation of natural resources. Investors can support green initiatives by buying green mutual funds, green index funds, green ETFs, green bonds, or by holding stock in environmentally-friendly companies.

Socially responsible investing (SRI)

Socially responsible investing (SRI) is an investing strategy that aims to generate both social change and financial returns for an investor. Socially responsible investments can include companies making a positive sustainable or social impact, such as a solar energy company, and exclude those making a negative impact.

ESG (Environment, Social & Governance)

ESG stands for environmental, social and governance. These are non-financial factors investors use to measure an investment or company’s sustainability.

Watch video on what it means to be a socially conscious investor:

 

Read Blog on ESG Investing

 


More Articles & Resources for Eco-Friendly Investing

 

Eco-Friendly Guide to Finances and Saving

This guide from MoneyGeek offers expert advice and insight, valuable tools and resources designed to help you develop a “green” approach to your finances.

https://www.moneygeek.com/financial-planning/environmentally-friendly-finance-and-saving/

 

6 Ways to Make Your Money More Sustainable

https://www.yahoo.com/now/6-ways-money-more-sustainable-151607155.html

Financial Benefits of an Eco-friendly Business

Financial Benefits of an Eco-friendly Business

Ballast Advisors is a fee-based financial planning firm.  Our financial advisors serving the Twin Cities and Southwestern Florida can help you reach your retirement and financial goals.  Our offices are located in Woodbury, MN, Arden Hills, MN and Punta Gorda, FL.

IMPORTANT DISCLOSURES The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Past performance is not indicative of future results. Nothing contained herein is an offer to purchase or sell any product. This material is for informational purposes only and should not be considered investment advice. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about the firm, including its services, strategies, and fees can be found in our ADV Part 2, which is available without charge upon request.