Environmental and Social Governance

(ESG) Investing.

Since our inception, Milestone Financial has made ESG investing a central component of our investment management process. In this way, the impact of our advice can be focused on the larger community. We do this by making socially responsible and sustainability investing available to any client interested in aligning their portfolio with their values.

ESG investment portfolios have a dual purpose: First, a social screen is applied which screens in companies who practice good corporate governance and filters out industries that clients do not wish to invest in, and an environmental screen is applied which screens in corporations that reduce their environmental footprint and take proactive steps to conserve resources. Secondly, the portfolio must adhere to the academic principles that give an investor the highest possible returns for a given level of risk.



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