September 12, 2016

Socially Responsible Investing

In the early days of socially responsible investing, there was a stigma that results were generally inferior to investment opportunities that were not restricted by environmental, social and/or corporate governance (ESG) issues.

The CFA Institute produced a comprehensive report on socially responsible investing in October 2015 (click here to download the report). The conclusion of the report was that “systematically considering ESG issues will likely lead to more complete analysis and better-informed investment decisions.”

If you have an interest in socially responsible investing, Delta will work with you in constructing a portfolio based on your core beliefs and social philosophy. We can place our quantitative risk-mitigation overlays on ESG portfolios, reducing equity exposures during periods of high market risk.


phoneContact us by phone (415) 249-6337 to find out how we can work together to help you manage your investments or fill out this short form and we will contact you.