Your Money Matters | Invest with Purpose
Sustainable Investing
Our sustainable investing approach aligns your portfolio with your values while maintaining disciplined, evidence-based performance.
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What Is Sustainable Investing?
Sustainable investing—also known as ESG investing—focuses on companies that prioritize environmental responsibility, social good, and ethical corporate governance. These businesses tend to manage risk more effectively and demonstrate stronger long-term growth potential.
At Impact Fiduciary, your sustainability goals and financial goals work together—not against each other.
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Does Sustainable Investing Sacrifice Returns?
No.
In many cases, companies with strong ESG practices are more stable, more efficient, and better positioned for future growth.We use data-driven research, stress testing, and long-term modeling to help ensure your portfolio performs well—through all market cycles.
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Our Sustainable Investment Strategy
We combine a fiduciary-first approach with evidence-based portfolios designed to deliver strong long-term results. Our process includes:
• Comprehensive ESG Screening
• Broad Diversification
• Low-Cost, High-Efficiency Portfolios
• Ongoing Monitoring & Rebalancing
Sustainable Investment Themes
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Divest / Invest: Avoid Fossil Fuel Companies
Impact Fiduciary avoids fossil fuel companies. As global economies transition to cleaner and more affordable energy, oil and gas companies face growing long-term risk. Solar and wind power are now cheaper to deploy than new coal or natural-gas plants in many developing countries. Instead of investing in fossil fuels, we focus on renewable energy and utility companies leading the shift toward a sustainable, low-carbon future.
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Avoid Big Tobacco
We exclude all tobacco companies. According to the WHO, tobacco causes more than 6 million deaths each year—including hundreds of thousands from secondhand smoke. The industry has a long history of misleading the public and targeting vulnerable communities. Our portfolios maintain zero exposure to domestic tobacco companies.
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Factory Farming
Factory farming and livestock production contribute an estimated 14% of global greenhouse gas emissions. The industry’s heavy use of antibiotics and inhumane conditions also pose environmental and public-health risks. We avoid companies driving these harmful practices and prioritize more responsible, sustainable food-system leaders.
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Stop Deforestation
Deforestation drives roughly 20% of global greenhouse gas emissions and has cut global biodiversity in half. Impact Fiduciary invests in consumer-goods companies committed to sustainable sourcing, responsible supply chains, and zero-deforestation goals.
Source: Forest 500, www.forest500.org
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Responsible Pharmaceutical Companies
Drug overdoses are now the leading cause of death for Americans under 50, with prescription opioids responsible for nearly half of all cases. Several major pharmaceutical companies face lawsuits over deceptive marketing practices. We avoid companies profiting from the opioid epidemic and instead invest in innovators working to improve global health and advance life-saving medical breakthroughs.
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No Firearms Manufacturers
mpact Fiduciary maintains zero direct exposure to gun manufacturers. With most Americans supporting commonsense gun-safety measures, we choose to invest in companies aligned with responsible business practices rather than those connected to the production of military-style weapons.
FAQ — Sustainable Investing
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ESG investing evaluates companies based on environmental, social, and governance factors that may impact long-term performance and risk.
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Studies show ESG portfolios often match or outperform traditional portfolios over the long term.
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Yes. We tailor portfolios to your personal values and sustainability priorities.
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We use low-cost, evidence-based funds to keep expenses down and maximize long-term returns.
