Over the past decade, I’ve witnessed firsthand the transformative power of responsible investing in today’s financial landscape. In an era where profit and purpose are not mutually exclusive, it has become increasingly vital to partner with a specialist who can help you navigate the complex world of investments while staying true to your ethics and values. 

In this blog post, I’ll shed some light on why working with a Responsible Investing Specialist is a strategic decision that has the potential to positively impact your financial returns and portfolio growth, while at the same time, aligning your investments to environmentally responsible choices.

Top Three Tools for Responsible Investing

1. Look beyond the balance sheet

Unlike many traditional advisors focusing mainly on financial metrics, our Responsible Investing Specialists possess a unique lens extending beyond the balance sheet. Our Advisors are skilled at uncovering investment potential that others may overlook by considering environmental, social, and governance (ESG) factors. They recognize that a company’s commitment to sustainable practices, diversity and inclusion, and ethical governance can directly impact its long-term profitability. By incorporating these non-financial indicators, they provide a comprehensive analysis that offers a more holistic snapshot of a company’s potential for growth and success.

2. Align your values with your investments

Your investment portfolio is a reflection of who you are, and what you believe in. Our Responsible Investing Specialists understand that every individual has unique values and aspirations. They take the time to understand your personal goals and craft an investment strategy that aligns with your values while supporting your financial goals. Whether it’s supporting clean energy initiatives, promoting social equality, or fostering innovation, your investments can be directed towards causes that resonate with you on a deeper level. By creating a portfolio that mirrors your values, you can achieve financial prosperity and find fulfillment in knowing that your money is being used to drive positive change.

3. Contribute to positive societal change

One of the most compelling aspects of working with a Responsible Investing Specialist is the ability to contribute to positive societal change. By investing in companies that prioritize sustainable practices, social impact, and ethical governance, you become an active participant in building a better world.  Responsible Investing enables you to channel your financial resources towards businesses that are tackling some of the most pressing global challenges, such as climate change, poverty alleviation, and healthcare accessibility. With every investment decision, you become an agent of positive transformation, using your capital to shape a more sustainable and inclusive future.

Globally, we are all more aware of how our actions can significantly impact our society and environment. More Canadians than ever before are looking for trusted advice from certified professionals. All our Alterna Wealth Advisors are accredited with the RIS (Responsible Investment Specialist) designation, and we are affiliated with NEI Investments so you can rest assured that our team has the expertise to help you see beyond the balance sheet, align your investments with your values, and actively contribute to positive societal change. 

Embracing responsible investing is not just a moral choice; it’s a path toward unlocking your financial potential while leaving a lasting impact on the world. Choose to work with a Specialist who can guide you on this transformative journey and help you create a legacy that extends beyond the realm of finance.

Let us help you navigate the world of responsible investing for your portfolio.