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 an investment has on a business. By using a holistic scoring system, rather than a completely binary “in” or “out” screening process, investors may be able to preserve diversification while recognizing those companies with positive environmental profiles.

 

OUR APPROACH

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 us a better understanding of the risk levels associated with these firms and how they could affect your investment. We firmly believe you should not have to forfeit sound underlying investment principles to accomplish a sustainable investment strategy.

Learn more about Dimensional Fund AdvisorsLooking 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

P: 402.827.2300 | F: 402.827.2319 | E: contact@lutzfinancial.com | 13616 California Street | Suite 200 | Omaha, NE 68154

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