Sustainable and Responsible Investing

At Simmons Investment Advisors, we believe you shouldn’t have to choose between your values and your investments. Our team listens to your needs and goals and helps integrate sustainable and responsible investment strategies into your customized portfolio whenever possible. We strive to maximize your money’s impact in the world around you without compromising your long-term personal financial goals. This investment approach strongly aligns with our team’s core values of building a sustainable future for the communities in which we serve. By integrating sustainable and responsible investment strategies into our clients’ portfolios, our team can help you achieve financial security while also making a positive impact.

WHAT IS SRI?
Sustainable and responsible investing uses environmental, social, and corporate governance (ESG) factors to generate competitive financial returns and positive social impact.

SRI involves choosing investments based on specific guidelines. There are several aspects of SRI to consider when investing:

• Environmental, Social, and Governance (ESG) refers to the environmental, social, and governance practices of an investment that may have a material impact on the performance of that investment.

• Impact Investing is an investment strategy that aims to generate specific beneficial effects in addition to financial gains. The goal of impact investing is to use capital for positive social results.