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ESG Investing: Combining

Heart and Mind 

Invest in your values without sacrificing your goals.

 

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Investing with Your Heart is a Good Thing

If you are visiting this page, you are curious about what it means to invest according to your values. For the past decade Longwave has pursued investment returns through a scientific approach and repeatable process. With our 2023 merger with JSA Sustainable Wealth Management, a firm with 30 years experience in values based and impact investing, we have brought together the heart and mind. Through this depth of knowledge and experience, Longwave has created portfolios can help you do well while doing good.

ESG or environmental, social, and governance (ESG) investing considers values-based criteria when it comes to investing your money.   This additional step in the portfolio construction process may have positive results: 

By integrating ESG criteria, investors can gain a more well-rounded view of how a company operates, while making better informed investment decisions such as helping you avoid supporting bad actors with your investment dollars. 

Impact and advocacy: work with investment managers and professionals who seek to influence companies to improve their behavior and act as responsible global citizens.

Companies that demonstrate positive ESG characteristics may benefit over the long-term.  For instance through lower employee turnover, better usage of natural resources, avoiding harmful products or staying ahead of the innovation curve.

 

Our ESG Investing Principles:

  • Make an authentic contribution to the ESG space. We focus on only the most devout and rigorous ESG solutions. 

  • Focus and capture all tracked ESG categories, not just one. 

  • Use the weight of our capital as a voice for structural change, including using our voting power to make real change.

 
 
 
 

ESG Factors Tracked

  • Climate & Clean Technology

  • Labor Relations

  • Defense & Weapons

  • Diversity & Equal Rights
    Employment Opportunity

  • Human Rights

  • Animal Welfare

  • Pollution & Toxins

  • Conflict Risks

  • Gambling

  • Community Development

  • Executive Pay

  • Alcohol

  • Tobacco

  • Environment

  • Board Issues

  • Tobacco

 
 
 

Leaving the World Better Than We Found It

Let us help you make a positive global impact through sustainable investing solutions and thoughtful choices that don’t sacrifice strategy or performance. To learn more about our thoughts about values-based investing, visit our ESG investing blog.

 
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Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor. Past performance is no guarantee of future results.