Sherpa Wealth Strategies Financial Planner in Bend, Oregon

The (S) in ESG

Erin Weber

The “S” in ESG

ESG stands for Environmental, Social and Governance. ESG criteria used to vet a company’s practices in regard to the environment and communities.

The “S” in ESG looks at an organization’s business relationships and impact on society, both internally and externally.

 Social considerations can be:

  • Investments and donations to the local community and giving employees the opportunity to perform volunteer work
  • Providing working conditions that show high regard for its employees’ health and safety
  • Participation in community development, such as providing affordable housing or fair lending
  • Hiring practices that consider diversity and equal employment opportunity
  • Prioritization of human rights everywhere it does business, including other countries
  • Working with suppliers who hold the same values as the company
  • Considering the interest of all stakeholders-customers, employees, suppliers, and communities- not just shareholders.

The use of ESG criteria is becoming more common as investors aim to see their assets and investment planning generate long-term competitive growth and a positive impact on society.

Sherpa Wealth Strategies understands your values lead your life, and therefore have a place in your investment strategy. If SRI or ESG investments are of interest, talk with your financial advisor about how we can implement sustainable investing as a core holding or a complementary strategy.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.


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