Sustainable Investing Philosophy

Where our Investment Expertise Intersects with Your Values

Many investors no longer wish to keep their good intentions for society relegated to charitable giving, but are also looking to “do good” with their investments by allocating more of their investment portfolio to sustainable investing. The 2020 World Wealth Report recently highlighted the fact that high net worth individuals (HNWI) plan to allocate 46% of their portfolio to sustainable investments by the end of 2021.

SSCA ESG Approach

We seek competitive investment returns from companies that can contribute to and benefit from sustainable, global growth. 

We apply a set of socially conscious standards that focuses on the long-term sustainability and ethical behaviors of a company.

SSCA PROCESS

Clients fill out our proprietary Sustainable Investment Questionnaire using thematic criteria to determine their ESG intentions and objectives.

SSCA Investment Screening

We analyze these results and determine the amount of ESG themes to include or exclude in their portfolio. 

Sample themes we have Included:

Environmental

• Renewable energy

• Environmental management

• Reducing fossil fuels

• Commitment to standardized environmental reporting

Social

• Transparency on workplace issues

• Strong ratings under the Community Reinvestment Act

• Labor, employment, and human rights

• Responsible pricing and marketing practices

Governance

• Diversity

• Board oversight

• Sustainability reporting

• Zero engagement in egregious activities, such as extortion, bribery, or corruption

Sample themes we have Excluded:

• No guns

• No fossils fuels

• No tobacco

• No child labor

• No discrimination

Financial goals

Throughout the process, risk management and capital preservation are balanced with the aim to grow assets and generate returns.

We look forward to working with you to align your values with your investments.