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Socially Responsible Investing Part Two

When I first wrote about socially responsible investing in 2015, it was an idea that was just beginning to take hold. Now referred to as Sustainable or ESG (Environmental, Social and Corporate Governance) investing, it has become a real thing. According to the Forum for Sustainable and Responsible Investment, global sustainable investment assets reached 30.7 trillion dollars by the beginning of 2018. Only this week, Blackrock CEO Larry Fink wrote a letter to fellow CEOs declaring that companies must consider sustainability alongside of seeking profits.

What gives? Today, more and more investors want to see their personal values reflected in their portfolios and are seeking ESG investment solutions. Evidence also suggests that investors don’t have to sacrifice doing well for doing good. Comparisons of social market indexes like the MSCE KLD 400 Social Market Index compare favorably with non ESG indexes like the S&P 500.

To learn more about ESG investing, LPL Research published a brochure on the topic linked here: h

If you have an interest in ESG investment solutions available at LPL, please give me a call.

The MSCI KLD 400 Social Index is a float-adjusted, market capitalization-weighted, common stock index of U.S. equities and is the first benchmark index constructed using environmental, social and governance (ESG) factors. It is a widely recognized benchmark for measuring the impact of social and environmental screening on investment portfolios and is calculated by the MSCI Group.

The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. Past performance is no guarantee of future results.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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