ESG + ENVIRONMENTAL, SOCIAL AND CORPORATE GOVERNANCE
Lutz Financial offers Environmental, Social and Corporate Governance (ESG) investment services. Through extensive research and data, our team can offer investment strategies that are environmentally and socially sound, while keeping financial performance at the core.
WHAT IS ENVIRONMENTAL, SOCIAL AND CORPORATE GOVERNANCE (ESG)?
ESG refers to environmental, social and governance practices. This form of investing measures the sustainability and ethical impact
Lutz Financial is increasingly conscious of how business practices may impact the environment and, in turn, future generations. With the assistance of Dimensional Fund Advisors, we closely examine the behaviors and practices of various firms to determine if they meet the environmental criteria set forth by ESG. This research provides
Learn more about Dimensional Fund Advisors. Looking to make a positive impact on society and the world at large? Lutz Financial also offers Socially Responsible Investing (SRI) services. Our team can help you navigate the waters to find and select funds that speak to you and your own values. If you would like to learn more about our ESG investment services, please contact us.