Sustainable, Responsible and Impact Investing

Impact Investing and/or Socially Responsible Investing

Sustainable Responsible and Impact Investing (SRI) primarily seeks to influence positive change in the world through investment screening, shareholder advocacy and direct impact & community investing.

At Centered Wealth we are dedicated to furthering our expertise in these three applications of SRI. We believe they are key to both building Centered Wealth for our clients and enhancing the common good.

  • Investment Screening is purchasing only those stocks that meet personal ethical requirements. By doing this in concert with others we impact corporate behavior worldwide. Screening is based on ethical attributes which include issues such as environmental stewardship, positive social practices and corporate governance (ESG)
  • Shareholder advocacy uses the voice of stockholder ownership within a company to affect specific corporate policy. Through our relationships with Ceres, As You Sow and First Affirmative Financial Network, we participate in both specific and global shareholder advocacy movements on behalf of our clients.
  • Direct Impact & Community Investing seeks to direct capital to companies demonstrating cost effective and innovative solutions in the sustainability sector. We do this through educating clients on the appropriate investment vehicles to reconnect individual investors with their communities.