In today’s world, the intersection of personal values and investment strategies has never been more crucial. As the world faces growing social and environmental challenges, more investors are aligning their financial choices with their personal values through Environmental, Social, and Governance (ESG)
investing. This approach focuses on supporting companies that prioritize sustainability, ethical practices, and social responsibility.
Capstone client, Gayle, exemplifies this commitment. With a portfolio centered on ESG principles, Gayle is passionate about investing in companies that align with her values. She explains:
"I am committed to investing in companies that align with my values to act with sensitivity to the planet, its inhabitants, and climate change; to act with social responsibility promoting labor, human & civil rights; and to engage in equitable, transparent management and decision-making processes including board composition and
executive pay.”
Gayle’s dedication is rooted in her 25-year career in non-profit fundraising and management. She believes that everyone has a role to play in making the world a better place, and this drives her approach to investing. While her focus is broad—encompassing environmental, social, and governance
issues—each aspect is crucial to her vision of a sustainable future. Beyond her investments, Gayle is active in volunteer work and makes efforts to lower her carbon footprint.
While some critics argue that ESG investing requires sacrificing financial returns, Gayle is undeterred and her perspective is clear:
"There is only one earth. Prioritizing responsible use of resources, and treating others with dignity and fairness is everyone's duty.”
Gayle works
closely with our team to manage her portfolio, and says she finds the process simple and supportive. When it comes to concerns related to her ESG investing approach, Gayle has just one: the overall performance of the stock market. However, her commitment to responsible investing remains unwavering, driven by a deep belief in the importance of her principles.
Gayle’s story underscores the power of conscious investing to drive positive change. As more investors seek to align their portfolios with their values, the impact of ESG investments will continue to grow, helping to create a better world for future generations.
Our team can customize an ESG portfolio according
to individual passions. You can be very specific about what you do–or do not–want to be invested in, and we are confident that investors can build global portfolios tilted toward high-scoring ESG companies without compromising returns. If you have questions about this type of purposeful investing, we are here to help. Please contact us with questions.