How to Build Your Own ESG Portfolio


Investors who decide to put their money where their values are have a small but fast-growing array of mutual funds and exchange-traded funds to choose from. At first blush, it sounds straightforward: By putting your savings in funds that assess how a company is addressing (or worsening) environmental, social, and governance, or ESG, factors, you hitch your investments to good corporate citizens, and may earn above-average returns.

But turning the concept into a practical investment portfolio without compromising on investing mandates such as diversification and due diligence comes with a unique set of challenges. Here’s what investors should keep in mind as they construct a values-based portfolio. Read Full Article - Barron’s, May 21, 2019