SRI/ESG Investing

Socially Responsible Investing

Signet Strategic Wealth Management believes in investment practices that promote environmental stewardship, consumer protection, human rights and diversity. Based on our clients’ areas of concern we will seek to implement positive investing. This involves making investments in activities and companies believed to have a positive social impact. Clients may choose to avoid investing in companies that are not in alignment with their social or environmental outlook and seek companies engaged in practices that are more in concert with their beliefs.

What SRI Encompasses

Socially Responsible Investing (SRI) can encompass many different areas including ethical investing, green investing, program related investing, impact investing, triple bottom line investing, sustainable investing and ESG (Environmental, Social and Governance) investing. See the SRI glossary for more information on these areas.

Once our client has identified the areas in which they choose to invest, Signet will develop ESG screens that are determined through conversations and our in-depth questionnaire which is crucial in determining what criteria should be included and excluded from a portfolio. We believe in the positive impact responsible investing has on our client’s conscience, rest assuring that personal beliefs don’t need to be sacrificed to gain a profit. This trend of “doing good” with money continues to grow in popularity which, in turn, giving us more and more investment options to accommodate the socially conscious.

It is our mission to provide investment resources and strategies to clients and financial institutions helping them develop a greater knowledge and passion for sustainable, responsible and impact investments.

Let us help you find your mark with our experience.

Signet Investment Questionnaire

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non- financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

No strategy assures success or protects against loss.

Investing involves risk including loss of principal.

The return may be lower than if the adviser made decisions based solely on investment considerations.