As we transition to a more sustainable economy, environmental, social, and governance (ESG) factors are becoming increasingly sought after in portfolio risk management. At Sequoia Financial Group, we recognize that many of our clients seek to achieve their financial goals while investing in ways that align with their values.

Transparent sustainability metrics now enable us to prudently research investment companies that consider these factors, while staying aligned with our core investment mandate centered on diversification and asset allocation. While sustainable or ESG-focused investments broadly incorporate these factors, some specifically focus on themes such as climate change, clean energy transition, or workplace diversity and inclusion.

Asset allocation, a method of diversification that positions assets among major investment categories, does not guarantee a profit or protection against loss.