Announcement: Peak Environmental, Social and Governance (ESG) Initiative
Dear Clients and Friends:
Many investors are now actively seeking to invest their money in ways which reflect their strong commitment to make the world a better place. This trend is known throughout the investment community as improving a portfolio’s Environmental, Social and Governance (ESG) standing, and has become an increasingly popular practice for individual investors looking to emulate their personal beliefs.
Currently, our government does not require companies to report most ESG related information, so those that elect to share information regarding their social policies do so voluntarily. European companies’ reporting of ESG related information, although more robust than ours, is well-intentioned but still insufficient. Therefore, as you can imagine, deriving a company’s ESG rating is equal parts science and art, and we are dedicating our time and expertise to identify these aspects as part of our investment mission. We expect investors will increasingly choose to allocate capital to companies which clearly articulate and report on their ESG policies. Thus, more companies may elect to widen their reporting in order to attract funding. Potentially, business enterprises will begin to voluntarily strengthen their ESG practices and enhance cooperation to form a globally standardized method of reporting.
Peak strongly believes it’s important to provide an opportunity for our clients interested in the ESG movement to meaningfully participate. We constructed our ESG portfolio with a focus on maintaining global diversification among stocks, bonds, and alternatives, but with an emphasis towards companies that scored higher ESG ratings than their peers. We can also tailor this portfolio to offer exposure to specific socially conscious causes, such as renewable energy, gender diversity, healthy living, and other consequential areas.
We’re excited to embark on this new focus, and we’re committed to enhancing our socially responsible portfolio as the ESG investment space evolves. Let us know if you’re interested – we’re ready and willing to discuss whether this may be the right investment choice for you.
Regards,
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes the judgment of Peak Financial Management, Inc. (Peak) as of the date of this report, and are subject to change without notice.
Additional information, including management fees and expenses, is provided on Peak’s Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. Peak does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.