Our Commitment to ESG

What is ESG Investing?

ESG (Environmental Social Governance) investing has moved into the lexicon of finance as investors look for ethical options for their investments and future. Investopedia defines it “a set of standards for a company’s operations that socially conscious investors use to screen potential investments.” Often, SRI (Socially Responsible Investing) falls within this umbrella, but where SRI’s focus trends toward environmental sustainability, ESG encompasses much more.

ESG's three central factors are:

Environmental criteria, which examines how a business performs as a steward of our natural environment, focusing on:

  • waste and pollution
  • resource depletion
  • greenhouse gas emission
  • deforestation
  • climate change

Social criteria, which looks at how the company treats people, and concentrates on:

  • employee relations & diversity
  • working conditions, including child labor and slavery
  • local communities; seeks explicitly to fund projects or institutions that will serve poor and underserved communities globally
  • health and safety
  • conflict

Governance criteria, which examines how a corporation polices itself – how the company is governed, and focuses on:

  • tax strategy
  • executive remuneration
  • donations and political lobbying
  • corruption and bribery
  • board diversity and structure

Why ESG Investing Matters to Us

In recent years, social movements and environmental changes have brought the increasing importance of ESG to the minds of companies and investors. Here at BTA, we are committed to ESG investing—we not only see it as the new standard for company practices, but pay close attention to how it affects the communities we are committed to protecting and empowering.

A deeply personal part of our mission to prosper with purpose includes uplifting minority and female communities – not only within our firm, but as part of our investment offerings. These are the communities most likely to be affected by shifts in social, political, and environmental standards.

Part of our ESG screening process includes a specific focus on minority and women-owned and led companies – layering into percentage of board members, leadership, and ownership roles. Research has shown significant financial materiality in gender diversity. We’d love to tell you more about our philosophy and discover if ESG investing is right for you.