ESG and Financial Planning

We offer a choice of investment portfolio management services and strategies, tailored to your beliefs with regard to Environmental, Social and Governance (ESG) considerations. ESG is at the heart of what CK Financial Solutions offer. More and more whether pension planning, building an investment portfolio or looking at other financial needs, individuals and businesses welcome choice which is positive for our World as well as our financial planning.

Environmental, social, and governance investing is used to screen investments based on corporate policies and to encourage companies to act responsibly. At CK Financial Solutions we are committed to protecting our investors’ futures. Over the last number of years, we have witnessed a major shift in emphasis with investors towards accomplishing the goal of a better financial future, while at the same time, helping the world to be a better place. That is what sustainable investing and ESG investing is all about.

As a result, Socially Responsible investing involves a combination of exclusionary screening alongside various Environmental, Social, and Governance approaches.

The exclusionary screens focus on values, such as controversial business activities, and on climate related screens, such as fossil fuels. At CK Financial Solutions, we typically engage with investment managers who are carrying out work within their funds in this regard and we are well positioned to assist our clients to incorporate these options into your financial planning.

Examples of considerations under each component of ESG include.

Environmental

  • Green Building / Smart Growth
  • Climate Change / Carbon Clean
  • Technology Pollution / Toxics
  • Sustainable Natural
  • Resources / Agriculture
  • Water Use & Conservation

Social

  • Labour Relations
  • Workplace Benefits
  • Diversity & Anti-bias Issues
  • Community Development
  • Tobacco & Other Harmful Products
  • Human Rights Executive Compensation 

Governance

  • Board Independence
  • Anti-corruption Policies
  • Board Diversity
  • Executive Compensation
  • Corporate Political Contributions
The value of investments can fall as well as rise. You may get back less than you originally invested.

Book Your ESG and Financial Planning Consultation

Ready to embark on the journey toward financial security? Book your ESG and Financial Planning consultation today

Scroll to Top