ESG / Sustainable Portfolio

Invest in companies meeting Environmental, Social, and Governance standards.

Allocation Breakdown

4 Assets

US ESG Stocks

International ESG

Green Bonds

Clean Energy

Target Allocation

Asset Class	Weight	Example Ticker
US ESG Stocks	45%	ESGU
International ESG	25%	ESGD
Green Bonds	20%	BGRN
Clean Energy	10%	ICLN

Risk Level

Moderate

Rebalance Frequency

Semi-annually

Advantages

Values-aligned investing
ESG leaders often have strong governance
Growing policy tailwinds for clean energy
Many ESG funds now have low fees

Disadvantages

ESG criteria vary between providers
Clean energy can be volatile
May exclude profitable sectors
Greenwashing risk with some ESG labels

About This Portfolio

The ESG/Sustainable Portfolio invests in companies and bonds that meet Environmental, Social, and Governance criteria. It excludes controversial sectors while focusing on companies leading in sustainability practices and clean energy transition.

Historical Context

ESG investing has grown from a niche to over $35 trillion in assets globally. Research is mixed on whether ESG outperforms, but many studies show no performance penalty. The EU's SFDR regulation is driving standardisation.

Who It's For

Values-driven investors who want their portfolio to reflect environmental and social priorities without sacrificing long-term returns.

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