POSITIVE IMPACT: OUR PHILOSOPHY ON ESG & SOCIALLY RESPONSIBLE INVESTING

We believe that investors now have the ability to easily integrate Environmental, Social, and Governance considerations into their portfolios, without sacrificing financial performance or cost. We are proud to introduce our Positive Impact portfolios, designed for investors that are interested in financial performance and positive change.

 

 

ABOUT ESG INVESTING

ESG investing involves the consideration of a company's Environmental, Social, and Governance performance in the analysis process of making investment decisions. While there are no universal definitions, you may think of this as socially responsible or sustainable investing. Including ESG considerations in a portfolio may offer positive benefits to you as an investor, in addition to financial performance.

 

ENGAGEMENT

Each of Bigelow’s Positive Impact portfolios provides exposure to positive shareholder engagement activities. These activities can be critical in influencing companies to take positive steps toward improving their ESG practices.

1 IN 4 DOLLARS

As of year-end 2017, more than one out of every four dollars under professional management in the United States—$12 trillion or more—was invested according to sustainable, responsible and impact investing strategies.

-US SIF Foundation

UN SUSTAINABLE DEVELOPMENT GOALS

Each of Bigelow’s Positive Impact portfolios includes investments that derive a majority of their revenue from products and services that address at least one of the world’s major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

INVESTMENT FUNDAMENTALS

Our view is that ESG integration creates a strong support framework for making good investment decisions. Our Positive Impact portfolios are managed to have sector and geographic diversification that is in your best interest in investing for financial gain.

ESG INDICATORS

ESG integration begins with the review and relative rankings of dozens of ESG key point indicators. Bigelow's Positive Impact portfolios are designed to provide you with a diversified portfolio that has higher overall ESG performance than a comparable benchmark portfolio that does not include ESG integration.

DEFINING ESG INVESTING

WHO ELSE IS INTERESTED IN THIS?

OUR THREE POSITIVE IMPACT PORTFOLIO STRATEGIES

WHAT ABOUT PERFORMANCE?

There is research, evidence, and performance history that would suggest that you do not need to sacrifice financial performance when integrating ESG analysis into your portfolio.

Companies that score well on ESG criteria may be able to reduce business risks associated with product liability, labor practices, environmental issues, corruption, accounting practices, and other relevant issues.

 

Why Now?

More Investor Demand and Company Disclosure

ESG investing has become much easier to implement into your portfolio indecent years. Given an increase in investor demand, more companies are disclosing relevant data and information on their ESG profile that can then be used in further analysis and rankings.

More Analysis, Rankings, and Investment Solutions

This demand and disclosure has lead to both an increase in the amount of investment products that are focused on ESG criteria, such as ETF's and mutual funds, along with company-level research for those who are building portfolios of individual stocks and bonds.

PRICING

Bigelow Investment Management Clients:

Our Positive Impact portfolios are available at no additional cost above our standard investment management fees.