VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.

Socially Responsible Investing

Socially Responsible Investing

Aligning investing with values

Understanding how your investments impact the world

Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

How does VCM think about aligning investing based on values?

VCM considers sustainable investing an important part of being a global citizen. Sustainable investing is a long term approach that reviews environmental, social and governance factors (ESG) within investment products. We believe in bringing transparency to the underlying investment products without changing our proprietary investment methodology. VCM reviews the ESG rating of the underlying holds in our proprietary investments and periodically provides an overall ranking as determined by the Morningstar Globe® ranking methodology. While not all investment products are ranked today, VCM expects that the number of holdings to receive this rating will grow in time.

What is the Morningstar Globe ® ranking? Much like the Morningstar Star ® ranking, the methodology reviews investment products based on a sustainability rating system.

By having the conversation about your values, we provide a view into how your investments are impacting the world. To learn more on the rankings of the VCM proprietary products, please contact us.