Sustainable Responsible Investing (SRI) portfolios are constructed based on an environmentally responsible investment philosophy designed for social impact. Assets are selected based on this perspective combined with the potential for investment results. All investing involves risk and the potential loss of principal. SRI strategies may at times miss the opportunities to gain exposure to certain industries, sectors, and companies which could cause the portfolio to underperform when compared against other unrestricted portfolios. A Sustainable Responsible Investing strategy may gain or lose favor. Investment strategies implemented by Destination Wealth Management are susceptible to market fluctuations and have the potential for investment loss. Destination Wealth Management does not guarantee any investment results or performance. Please contact your advisor for additional information regarding DWM SRI screening criteria and methodology.
Just Capital is a non-profit organization that publishes an annual ranking of the largest publicly traded U.S. companies based on their corporate behavior. Each year, Just Capital conducts qualitative and quantitative survey to identify ESG issues that are important to the public. For example, in 2021, Just Capital identified 20 issues that included fair and living wage, job creation, accountability to stakeholders, protection of consumer privacy and development of sustainable products. Just Capital then develops metrics and ranks the 1000 largest publicly traded U.S companies based on the identified ESG issues. For more information regarding the Just Capital Ranking, please refer to the company website at https://justcapital.com/full-ranking-methodology/.
MSCI is one of the leading equity index providers. Its SRI indexes are widely used by investment professionals as SRI benchmarks and SRI screening tools. MSCI constructs its SRI indexes by including companies with high ESG ratings and eliminating companies with controversial issues with regards to products, governance, and social impact. MSCI’s ESG indexes incorporate the following MSCI databases: MSCI ESG Ratings, MSCI ESG Controversies, MSCI ESG Business Involvement Screening Research and MSCI Climate Change Metrics. For more information regarding MSCI ESG Indexes, please refer to the company website at https://www.msci.com/msci-sri-indexes. Investors may not make direct investments into any index. Please contact your advisor for additional information regarding DWM SRI screening criteria and methodology.
Sustainable Responsible Investing (SRI) portfolios are constructed based on an environmentally responsible investment philosophy designed for social impact. Assets are selected based on this perspective combined with the potential for investment results. All investing involves risk and the potential loss of principal. SRI strategies may at times miss the opportunities to gain exposure to certain industries, sectors, and companies which could cause the portfolio to underperform when compared against other unrestricted portfolios. A Sustainable Responsible Investing strategy may gain or lose favor.
Investment strategies implemented by Destination Wealth Management are susceptible to market fluctuations and have the potential for investment loss. Destination Wealth Management does not guarantee any investment results or performance.
Investment advice is provided by Destination Wealth Management (DWM), an Investment Advisor registered with the Securities Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. For additional information regarding services, fees, and related disclosures, please refer to Advisor’s Form ADV, Part 2A Brochure. A copy of the firm’s ADV is available on request.
