Socially Responsible Investing
Invest with benefits that stretch beyond your financial return.
Socially Responsible Investing with Mission Wealth means helping make sure your portfolio reflects your values.
Socially Responsible Investing (SRI) aligns your portfolio with your specific values and beliefs by weighing societal good alongside financial return. It is for investors who want their holdings to reflect Environmental, Social, and Governance (ESG) or social factors without giving up a disciplined, research-driven approach. Mission Wealth gives clients access to ESG research through its partnership with MSCI and its global database on thousands of underlying corporations, then selects and proactively monitors companies and investments considered best in class on ESG criteria. Those holdings are brought together into the Social Values Portfolio, a diversified basket of investments built for clients who want their money to work toward the causes they care about.
Social Values Portfolio
The sustainable or socially-conscious investor’s concerns are specific, but can benefit from being implemented in the context of a globally diversified portfolio of stocks and bonds. We construct our Social Values Portfolios to be industry and sector agnostic, replicating the weightings of domestic and international stock indices. This helps preserve diversification while still focusing on the SRI or ESG criteria that matter to our clients.
We invest in companies and funds that meet our strict selection criteria and who are leading the charge in addressing the top challenges of our time, including our goal to align with the United Nations Sustainable Development Goals.
- No Poverty
- Zero Hunger
- Good Health and Well-Being
- Quality Education
- Gender Equality
- Clean Water and Sanitation
- Affordable and Clean Energy
- Decent Work and Economic Growth
- Industry, Innovation and Infrastructure
- Climate Action
- Responsible Consumption and Production
Every person’s values are unique. If you have SRI or ESG concerns not listed above, reach out—we’re here to help.
Our Partnerships
We work with several investment managers that have passed strict due diligence as far as financial metrics and performance, management experience and strategy alignment. Our partners include Calvert Research & Management, Nuveen (NuShares/TIAA CREF), Pax World, Blackrock (iShares) and others. We feel our partners are leading the charge on sustainable investing practices, and we continue to monitor industry trends and evaluate new managers as they arise.
We also work with MSCI (Morgan Stanley Capital International), who collects and distributes data on more than 150 ESG criteria. MSCI’s third-party research analyzes thousands of companies worldwide, allowing Mission Wealth to build top ESG-rated portfolios of domestic and international companies, as well as screen existing portfolios for ratings and exposure. Companies receive an Intangible Value Assessment (IVA) score based on key environmental, social and corporate governance factors most relevant for their industry. The companies are compared and rated against each other and a final letter rating is given using a scale that ranges from best (AAA) to worst (CCC).
Strategy Highlights
Diversification Strategies
Focus on highly rated ESG companies while avoiding severe controversies.
Climate Awareness Tilt
Reduce portfolio exposure to higher emissions and carbon-intensive businesses.
Social Impact Themes
Emphasize renewable energy, water infrastructure, sustainable food, and agriculture.
Active Engagement
Encourage stronger sustainability policies through manager engagement.
Benefits to Our Social Values Portfolio
A personalized approach designed to align investment strategy with long-term values, efficiency, and legacy goals.
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Values-Driven Strategy
Look beyond standard financial metrics with analysis that considers long-term resilience and non-financial risk.
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Tax-Efficient Implementation
Use a low-cost, tax-aware approach designed to improve portfolio efficiency over time.
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Generational Impact
Pass along the values behind your wealth and create space for meaningful family conversations.
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Personal Belief Alignment
Invest in a way that reflects your convictions while staying connected to your long-term goals.
Investment Management
- Alternative Investments
- Concentrated Stock Planning
- Customized Portfolios
- Socially Responsible Investing
Questions about Socially
Responsible Investing?
Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
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How to Maximize Concentrated Stock Holdings
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Should You Consider a Roth Conversion?
Roth conversions can be a powerful tool for managing future taxes and building tax-efficient retirement income. However, the decision to convert should be made carefully, considering your current tax bracket, Medicare premiums, Social Security taxation, and Required Minimum Distribution (RMD) rules. Learn more in this short overview.
Get the guide
How to Maximize Concentrated Stock Holdings
Congratulations on owning concentrated stock! While these holdings can represent significant wealth, they also have unique challenges and risks. Explore concentrated stock options in this guide.
Get the guide
How to Harness Your Investment Strengths
Women control 51% of the personal wealth in the U.S. But here’s the catch: many women still feel less confident in their investing abilities. That lack of confidence can lead to inaction, second-guessing, or putting off big financial decisions. The result? Missed opportunities.
Get the guide
View our Socially Responsible Investing video library.
Our video library can help you understand more about Socially Responsible Investing and what you may want to consider as you build a portfolio that reflects your values.
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SRI, ESG, and Impact Investing Approaches | Mission Wealth
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SRI, ESG, and Impact Investing Approaches | Mission Wealth
Mission Wealth offers a Social Values Portfolio to help get your wealth and values aligned.
Socially Responsible Investing (SRI) is a well-established and growing approach that considers societal good in addition to financial return. Globally, over $60 trillion is professionally managed under a responsible or sustainable mandate (Global Sustainable Investment Alliance, Global Sustainable Investment Review, 2024).
We provide our clients access to cutting edge Environmental, Social, and Governance (ESG) research via our partnership with MSCI and their extensive global database on thousands of underlying corporations.
At Mission Wealth, we select and proactively monitor companies and investments deemed to be “best in class” based on ESG criteria. Through our sophisticated research software, we can scour the universe of stocks, bonds, funds and ETFs and include those with high ESG scores. We then put them together into our Social Values Portfolio, which is a diversified basket of investments.