ESG Investing

ESG investing integrates Environmental, Social, and Governance factors into the investment decision-making process, ultimately aiming to drive positive change while pursuing financial returns.


Key Components of ESG: 

  • Environmental: Focuses on issues like climate change, renewable energy, pollution, and resource conservation. 
  • Social: Evaluates factors such as labor practices, diversity, community engagement, and human rights. 
  • Governance: Assesses corporate leadership, transparency, ethical practices, and shareholder rights.

Environmental Social Governance (ESG) 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.

An article featuring Brian Bernatchez, CFP® and Katie Bernatchez, CFP® discussing Golden Pond’s 27 year journey with ESG/Impact investing.