Socially Responsible Investing

Your Money Can Make a Difference


Socially Responsible Investing

Your Money Can Make a Difference

Socially Responsible Investing

Your Money Can Make a Difference

Socially Responsible Investing

Your Money Can Make a Difference

Socially Responsible Investing

Your Money Can Make a Difference

Are you interested in learning how you can align your money with your values? Our Social Values Portfolio makes it easy.

SEE A SAMPLE PORTFOLIO

What is SRI?


Socially Responsible Investing (SRI) is a well-established and growing approach that considers societal good and financial return.


Globally, at least $21 trillion is professionally managed under an SRI mandate. Many of us want our investments to contribute to advancements in environmental and corporate governance (ESG) practices, but don’t know where to begin.


What is SRI?


Socially Responsible Investing (SRI) is a well-established and growing approach that considers societal good and financial return.

 
Globally, at least $21 trillion is professionally managed under an SRI mandate. Many of us want our investments to contribute to advancements in environmental and corporate governance (ESG) practices, but don’t know where to begin.


How We Help Our Clients


Our Social Values Portfolio includes an array of U.S. and international stocks in a diversified portfolio. We select and proactively monitor companies deemed to be “best in class” based on ESG criteria. If there are specific values especially important to you, we can further customize and tailor the portfolio to align with your preferences.


OUR PROCESS

What Are We Investing In?

We invest in companies
that promote socially responsible values.

We avoid investing in companies
that have controversial products and/or records.

We invest in companies
that have outstanding ESG practices within their respective industries.

Typically, the companies we invest in are leading the charge in addressing the challenges of our time – such as climate change, water management, food scarcity, pollution, corporate ethics, labor conditions, and human rights, among others.

What Are We Investing In?

We invest in companies
that promote socially responsible values.

We avoid investing in companies
that have controversial products and/or records.

We invest in companies
that have outstanding ESG practices within their respective industries.

Typically, the companies we invest in are leading the charge in addressing the challenges of our time – such as climate change, water management, food scarcity, pollution, corporate ethics, labor conditions, and human rights, among others.

What Are We Investing In?

We invest in companies
that promote socially responsible values.

We avoid investing in companies
that have controversial products and/or records.

We invest in companies
that have outstanding ESG practices within their respective industries.

Typically, the companies we invest in are leading the charge in addressing the challenges of our time – such as climate change, water management, food scarcity, pollution, corporate ethics, labor conditions, and human rights, among others.

What Are We Investing In?

We invest in companies
that promote socially responsible values.


We avoid investing in companies
that have controversial products and/or records.


We invest in companies
that have outstanding ESG practices within their respective industries.


Typically, the companies we invest in are leading the charge in addressing the challenges of our time – such as climate change, water management, food scarcity, pollution, corporate ethics, labor conditions, and human rights, among others.

Can an SRI Portfolio Make Competitive Returns?


At Mission Wealth, we believe a broadly diversified portfolio can reduce risk. Our Social Values Portfolio includes over 100 domestic and international stocks. Unlike a mutual fund or ETF, you hold these securities directly; therefore you know exactly what you own.

Our research found that many companies with high ESG ratings also tend to have strong stock performance, allowing for return potential. Mission Wealth’s Social Values Portfolio enables you to be part of this exciting trend.

Can an SRI portfolio

make competitive
returns?

Our research found that many companies with high ESG ratings also tend to have strong stock performance, allowing for return potential. Mission Wealth’s Social Values Portfolio enables you to be part of this exciting trend.

At Mission Wealth, we believe a broadly diversified portfolio can reduce risk. Our Social Values Portfolio includes over 100 domestic and international stocks. Unlike a mutual fund or ETF, you hold these securities directly; therefore you know exactly what you own.

Can an SRI portfolio

make competitive
returns?

Our research found that many companies with high ESG ratings also tend to have strong stock performance, allowing for return potential. Mission Wealth’s Social Values Portfolio enables you to be part of this exciting trend.

At Mission Wealth, we believe a broadly diversified portfolio can reduce risk. Our Social Values Portfolio includes over 100 domestic and international stocks. Unlike a mutual fund or ETF, you hold these securities directly; therefore you know exactly what you own.

Portfolio Allocation

Examples of Companies

with IVA Scores
of AAA


How do we know that a company is “GOOD”?


We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Examples of Companies

with IVA Scores
of AAA


How do we know that a company is “GOOD”?

We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Examples of Companies

with IVA Scores of AAA

How do we know that a company is “GOOD”?


We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Benefits of Having Us Help You with SRI

  • Can be the ideal turnkey portfolio solution (professionally managed and stress free)
  • Annual reconstitution and quarterly rebalancing to keep portfolio optimized from an ESG standpoint
  • Access to top-quality, industry-leading research to gather data and underpin portfolio decisions (available to clients upon request)
  • No mutual fund- or ETF-related expenses for individual stock holdings (account may incur transaction expenses)
  • High correlation to S&P 500 and MSCI EAFE Index, with underlying industry weightings mirroring each index
  • Portfolios can be tailored to each client’s specific values

Benefits of Having Us Help You with SRI

  • Can be the ideal turnkey portfolio solution (professionally managed and stress free)
  • Annual reconstitution and quarterly rebalancing to keep portfolio optimized from an ESG standpoint
  • Access to top-quality, industry-leading research to gather data and underpin portfolio decisions (available to clients upon request)
  • No mutual fund- or ETF-related expenses for individual stock holdings (account may incur transaction expenses)
  • High correlation to S&P 500 and MSCI EAFE Index, with underlying industry weightings mirroring each index
  • Portfolios can be tailored to each client’s specific values

Mission Wealth offers more than SRI services.

Learn more about our other services.

  • You Dream. We Deliver. Together.

    Let’s have a conversation.
  • You Dream. We Deliver. Together.

    Let’s have a conversation.

ALL INFORMATION HEREIN HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.