Do you have ethical investment options?

Yes. We believe understanding the new dynamics of ESG (Environmental Social Governance) investing, especially in the context of the larger market, will be increasingly important in the coming years. The idea that ESG investing is here to stay is nearly a foregone conclusion, especially given the supportive regulatory environment for companies focused on these issues. Life By Design Investment Advisory Services already incorporates ESG data into our portfolio filtering and investment strategy selection processes.
Traditional data on a company may include sales revenues, profitability, dividends, and valuation. ESG data reveals so much more information about what’s going on underneath the surface when it comes to risk factors like Environmental impact, Social diversity implications and corporate Governance. This type of information can provide investors with a more complete analysis of a company and offer better insight into risks that might not be visible on balance sheets and income statements.

Learn More About ESG