As demand continues to increase, it’s clear that ESG investing isn’t a passing fad. Neither are we. Our years of experience, expertise and insights can help investors balance their personal values with investment value.

The Rise of the Value Based Investor in Your Practice1

Importance of Investment Behavior Reflecting What Is Good for Society

Will Sacrifice Some Level of Return to Ensure Investment Reflects Personal Social Views

1. 2019 New York Life Investments Sustainable Investing research study.


        


Test Your ESG Knowledge 

As values-driven investors embrace sustainability, do know enough about ESG to take advantage of the opportunity?



Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market.  Further, ESG strategies may rely on certain values-based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. 


The Advisor Advancement Institute is a program within New York Life Investments.