--- title: Socially Responsible Investing image: https://www.barryinvestmentadvisors.com/hubfs/ESG%20Investing%20Solutions.jpg --- [![BIA_Logo_Horizontal-505x195.png](https://www.barryinvestmentadvisors.com/hs-fs/hubfs/Toolbox%20Images/BIA_Logo_Horizontal-505x195.png?width=252&height=97&name=BIA_Logo_Horizontal-505x195.png "BIA_Logo_Horizontal-505x195.png")](https://www.barryinvestmentadvisors.com) ![ESG Investing Solutions](https://www.barryinvestmentadvisors.com/hubfs/ESG%20Investing%20Solutions.jpg "ESG Investing Solutions") ESG Investing Solutions At Barry Investment Advisors, we have always been mindful of how our portfolio companies impact environmental, social, and governance (ESG) issues. For clients that want a more rules-based and rigorous approach to ESG, we can help you define the issues you care most about and build a robust investment portfolio to match those values. ## A new approach to asset allocation --- How do you determine which companies to invest in, and which to avoid? Traditionally, companies have been compared based on their profitability, risk profile, and growth prospects. This analysis has left out environmental, social, and governance factors. ESG investing is an asset allocation strategy that brings these criteria into the conversation by comparing a company's ESG factors alongside more traditional valuation metrics. For this reason, the term “ESG” is often used synonymously with words like sustainable investing, socially responsible investing, or impact investing.   ![Environmental-1](https://www.barryinvestmentadvisors.com/hs-fs/hubfs/Environmental-1.jpg?width=250&height=250&name=Environmental-1.jpg) ## Environmental Environmental factors consider how a company's operations interact with and impact the natural world. How a company influences climate change, carbon emissions, or resource extraction are all considered. ![Social](https://www.barryinvestmentadvisors.com/hs-fs/hubfs/Social.jpg?width=250&height=250&name=Social.jpg) ## Social Social issues cover how a company's operations impact human rights, dignity, and work conditions for their employees. Companies with high social scores pay good wages and provide safe and wellness-minded environments for their employees to work. ![Governance](https://www.barryinvestmentadvisors.com/hs-fs/hubfs/Governance.jpg?width=250&height=250&name=Governance.jpg) ## Governance The "G" in ESG stands for Governance and addresses factors such as board diversity, tax transparency, and the implementation of policies that keep the company compliant with the laws and regulations that govern their industry. --- The FAQs of ESG --- ![Family-ESG-1](https://www.barryinvestmentadvisors.com/hubfs/Family-ESG-1.jpg) ## Why ESG investing? For many investors, their objective with ESG investing is to better align their investment portfolio with their personal values and beliefs. By doing so, they are able to have their investments directly support organizations that align with their values while avoiding companies or sectors which do not. Additionally, the usage of ESG data in the asset allocation process can help investors reduce portfolio risk. This is achieved by avoiding companies with a history of poor performance on key environmental, social, and governance issues. ![ESG-Corporate-Adoption-2](https://www.barryinvestmentadvisors.com/hubfs/ESG-Corporate-Adoption-2.jpg) ## How common is this approach? In 1995, $639 billion was managed using ESG factors as part of the asset allocation process. As of November 2021, that number is $17 trillion. *(source: US SIF Foundation's 2020 biennial "Report on US Sustainable and Impact Investing Trends)* Several factors have contributed to this growth, most notably: increased demand from investors for ESG-driven solutions, new technology that facilitates the screening of assets based on ESG factors, and meaningful adoption by leading financial institutions. ![ESG-Performance](https://www.barryinvestmentadvisors.com/hubfs/ESG-Performance.jpg) ## How does ESG impact performance? In a [study conducted by MSCI](https://www.msci.com/www/blog-posts/has-esg-affected-stock/0794561659), companies with higher ESG ratings were associated with higher profitability, lower tail risk, and lower systematic risk. This makes sense, because viewing investments through an ESG lens can help identify companies with stronger governance practices, or those whose business model could be prone to disruption by rapidly evolving regulatory, environmental, demographic, and technological trends. In other words, ESG factors can serve as a barometer for a company's longer-term financial performance. #### Want to learn more about ESG? Our team can help you define the issues you care about most and then build a robust investment portfolio to match those values. Connect with our team to learn more and get the conversation started. [![contact us](https://no-cache.hubspot.com/cta/default/424177/983f56f5-af3a-4d93-aaf2-30fee7bec113.png)](https://cta-redirect.hubspot.com/cta/redirect/424177/983f56f5-af3a-4d93-aaf2-30fee7bec113) ## Barry Investment Advisors We strive to understand the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism. ### Links [Our Firm](https://www.barryinvestmentadvisors.com/our_firm) [Client Services](https://www.barryinvestmentadvisors.com/what-to-expect) [Resources](https://www.barryinvestmentadvisors.com/faq) [Contact](https://www.barryinvestmentadvisors.com/contact_a) [Disclosures](https://www.barryinvestmentadvisors.com/disclosure_a) ### Contact 128 Union Street Suite 507 New Bedford, MA 02740 Phone: [(888) 992-8601](tel:(888)%20992-8601) Fax: [(508) 355-8531](fax:\(508\)%20355-853\)1) [info@barryia.com](mailto:info@barryia.com) © 2022 Barry Investment Advisors [**](https://twitter.com/BarryIAS)   [**](https://www.linkedin.com/company/barry-investment-advisors)