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.
We have invested in a team of practice specialists that are available to help clients build deeper client relationships and better practices.
ESG Investing Style Risk Impact investing and/or 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. There is no assurance that employing ESG strategies will result in more favorable investment performance.
The Advisor Advancement Institute is a program within New York Life Investments.