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Sustainable Investing 

Where Making Money - Meets Making a Difference 

Would you be interested in aligning your values with your investment portfolio if you did not have to sacrifice your investment performance objectives?

Have you ever looked at the companies you are invested in through your investment accounts and not liked the names of those companies, and felt that you wish you could do something different?

With our High Impact Portfolios you can aim to align your investments with your social and environmental values. Our High Impact Portfolios are comprised of stocks, bonds, mutual funds and ETF's that can serve as a cornerstone of a well balanced portfolio. Our High Impact Portfolios have a dual objective of providing competitive returns while making a positive impact on society and the environment.

What is Sustainable Investing?

Sustainable investing is a strategy that strives to align your personal values with your investments while making a positive social and environmental impact. This can also be done for investment funds of Non-Profit organizations and Foundations to match and support their missions.

Sustainable or Socially Responsible Investing incorporates ESG analysis. ESG stands for Environmental, Social and Governance. 


Why Sustainable Investing?

Preference and Performance. There is a growing base of evidence that suggests companies that are environmentally sustainable, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus.1

At Bair Financial Planning, we are hearing from our clients that they prefer to invest in companies that are making a positive difference in the world. We, along with our partners at The Wealth Consulting Group (WCG), believe our High Impact Investment portfolios support all of these objectives. We help clients set and implement clear goals aligned with their needs, values, and objectives. We strive to be a leader in sustainable and responsible investing.


ESG Performance 

The charts below show ESG indices performance versus the performance of its comparable traditional indices.



Data as of 6/30/19.

Time period of illustrations vary due to ESG index inception dates prior to comparative indexes: MSCI KLD 400 Social Index 5/1/90; MSCI EAFE ESG Leaders Index 10/1/07; and MSCI Emerging Markets ESG Index 6/6/13. All MSCI indexes include aggregated, multisource histories prior to acquisition on 9/1/10.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal, and potential liquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity.

Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Investing in mutual funds involves risk, including possible loss of principal.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy. The application of social and environmental standards may affect a fund’s exposure to certain issuers, industries, sectors, and factors that may impact relative financial performance — positively or negatively — depending on whether such investments are in or out of favor.

Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.

Additional information from our investment research partners


PAX World Investments                                                          TIAA Social Responsibility

Trillium Asset Management                                                   Community Capital Management

BlackRock Impact                                                                   UN Principles for Responsible Investment

Global Impact Investing Network                                          University of Cambridge Investment Leaders Group


US SIF: 2018 Impact of Sustainable and Responsible Investment Report


For more information, feel free to download a copy of our High Impact Portfolio brochure!


Contact us to get a conversation started.


WCG Wealth Advisors, The Wealth Consulting Group, Bair Financial Planning and LPL Financial are not affiliated with the above named entities.