ESG/Values based Investment Policy Analysis 

The notion that your investments should reflect your values is not a new one; but the reality that you can be a fiduciary and efficiently invest with a particular social, environmental or faith-based focus is relatively new.  Work with Harpswell to see how you can embrace your fiduciary responsibility while reaffirming your values through the choices you make for your investment portfolio.  Our team can sit down with you to design investment policies which are aligned with your goals as well as your values.   We work with a wide range of organizations and can bring know-how and a strategy to help you feel good about how you are invested, while embracing your organizational mission and sustainability objectives.

 Interest in Environmental, Social and Governance (ESG) investing has grown in recent years.  It is also known as Socially Responsible Investing (SRI)  or Impact Investing.  While no definitive criteria exist for ESG ratings, there are many common standards for sustainable operations of efficiency, supply-chain management and stewardship of human and natural resources within each category, and these standards are more widely reported by individual companies.

 Reach out to Harpswell to explore how we can help reflect your values in your investment program while maintaining your role as a fiduciary.