Over the past year, I have been involved in a variety of different projects. One specific new project was to delve into “Sustainable Investing” and create investment portfolios that maintain investment veracity and reflect certain values. Instead of delving into definitions and concepts, let me tell you the story on how I jumped into this.
At a Kansas Land Trust meeting I was asked to explore ESG (Environmental, Social and Governance factors) for their portfolios. As I knew this would be a learning curve, I logged some hours with industry experts to gain insight and came to understand a few things. Most relevant point is to understand the values that the client holds dear. It is my job to support those passions, whatever they may be.