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Contact Us:  802-225-1314

Over time, our track record has demonstrated that you do not need to give up performance to pursue Sustainable and Responsible Investing (SRI).  CenterPoint creates well-diversified portfolios designed to deliver solid risk-adjusted performance across different market cycles.  Though SRI and conventional portfolios will outperform in different market environments, over time they will provide comparable returns.  A Harvard University study in 2016 found that firms with good ratings on sustainability issues most relevant to their industries significantly outperformed firms with poor ratings on these issues.*


 * Khan, Mozaffar and Serafeim, George and Yoon, Aaron S., Corporate Sustainability: First Evidence on Materiality (November 9, 2016). The Accounting Review, Vol. 91, No. 6, pp. 1697-1724.


In June of 2017, CenterPoint Financial signed the Ceres statement in support of the Paris Climate Agreement.  This statement to our global community commits our business to pursuing ambitious action on climate change regardless of the U.S.’s official withdrawal from the Paris Agreement.  Along with a broad cross section of business leaders, We are committed to doing our part to drive down carbon pollution and fight climate change.*

https://ceres.secure.force.com/BusinessParisResponse/

For more information see http://ceres.org

CenterPoint Financial believes that the solutions to global challenges can only be truly addressed with a critical mass of private capital.  To that end, we offer our clients the opportunity to invest according to their environmental and social values. Investors may fundamentally disagree with making investments in certain enterprises or institutions. That’s where socially screened investing comes in. Environmental, Social and Governance (ESG) factors are incorporated into the investment process to help identify companies best positioned to deliver long-term performance. Although this type of investing has been around since the late ‘70s, it is now gaining traction as a viable, profitable, and desired investment profile. 

CenterPoint has specialized in helping clients invest using ESG criteria for many years.  Though early socially-screened investments were based on religious screens, consumer interest in ESG investing has now spawned many types of investment vehicles including ETFs, mutual funds and more. Some of the areas that ESG investors focus on include: limiting climate change, progressive corporate governance, supply chain standards, sustainable water management, weapons manufacturing, employee diversity, clean energy, waste management, tobacco, liquor, gambling, clean energy production and fossil fuel production and consumption. We can help you direct your investments towards social screening in your 401k and IRA too.

News and Resources for further knowledge.

National Geographic Committed $50 Million To Impact Investments
June 13, 2017 • further heightening the profile of sustainable investing among institutions and the broader public that addresses social issues such as the environment, education and gender equality. Click here for more.

If you would like to discuss your values and your portfolio of investments, please contact Priscilla Gilbert, CFP®

at 802-225-1314 or pgilbert@centerpoint-financial.com.

INVESTING WITH YOUR VALUES:

HIRE A CFP®  to help  you assess  your goals

​​​It's a fact......



In the U.S., sustainable investing has experienced a 135% increase in assets under management since 2012 to $8.72 trillion, and it’s still growing.  According to the 2016 report on sustainable and responsible investing trends by the U.S. SIF Foundation, sustainably invested assets now account for more than one out of every five dollars under professional management in the U.S.In the U.S., sustainable investing has experienced a 135% increase in assets under management since 2012 to $8.72 trillion, and it’s still growing.  According to the 2016 report on sustainable and responsible investing trends by the U.S. SIF Foundation, sustainably invested assets now account for more than one out of every five dollars under professional management in the U.S.




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 Invest For the Double Bottom Line

iNVESTINGN WITH YOU VALUES


Doing good business is good for business. Companies

that adopt and adhere to strong positive ESG policies

can increase profitability and develop a competitive edge. 


  • 81% of the S&P 500 Blue chip companies published sustainability reports last year.
  • A company that improves its energy efficiency will bring those savings to the bottom line.
  • A company dumping toxic waste will suffer financially due to regulations, fines and remediation expenses.
  •  Hiring a diverse workforce and maintaining a good work environment increases employee satisfaction and productivity.