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Socially Responsible Investing 

Doing Well By Doing Good.

WHAT IS SOCIAL RESPONSIBLE INVESTING?

Socially Responsible Investing means different things to different people. To some, it may mean avoiding industries that they find objectionable such as tobacco, weapons, or pornography. To others, it may mean seeking out companies that protect the earth’s environment. Others may think it means companies that allow women and minorities to reach their full potential. The point is social responsibility is personal. Over the past few years, a standard has emerged that attempts to define a broad definition of social responsibility in an attempt to create a framework that allows investors to build and benchmark institutional quality portfolios around this idea. It’s called ESG.

WHAT IS ESG?

ESG stands for Environment, Social, Governance. These three pillars encompass the framework currently accepted as the appropriate system to judge a company’s social responsibility ranking by the institutional investment community. Exceptional Portfolio's Socially Responsible portfolio invests in ETFs that are based on the ESG criteria.

 ENVIORNMENT  

NATURAL RESOURCES?

Water Stress

Electronic Waste

Packaging Material & Waste

POLLUTION & WASTE

Toxic Emissions & Waste

Energy Efficiency

Product Carbon Footprint

GREEN OPPORTUNITIES

Opportunities In Clean Tech

Opportunities In Renewable Energy

Opportunities In Green Building

CLIMATE CHANGE

Carbon Emissions

Energy Efficency

Product Carbon Footprint

Financing Environmental Impact

Climate Change Vulnerability

HUMAN CAPITAL

Labor Management

Energy Efficiency 

Health & Safety

Supply Chain Labor Standards

HUMAN CAPITAL

Access to Communications

Access to Health Care

Access to Finance

Opportunities in Nutrition & Health

PRODUCT LIABILITY

Product Safety & Quality

Privacy & Data Security 

Chemical Safety

Financial Product Safety

Responsible Investing

Health & Human Risk

GOVERNANCE 

CORPORATE BEHAVIOR

Business Ethics

Controversial Sourcing 

Corruption & Instability

Anti-Competitive Practices

COPORTATE GOVERNANCE 

Board

Ownership

Pay

Accounting 

Financial System Instability 

PILLARS & INDICATORS

SOCIAL

ENVIORNMENT 

HUMAN RIGHTS & COMMUNITY

LABOR RIGHTS & SUPPLY CHAIN

Biodiversity & Land Use

Toxic Emissions & Waste

Energy & Climate Change

Supply Chain Management

Water Stress

Impact on Local Communities

Human Rights Concerns

Civil Liberties

Supply Chain Labor Standards

Collective Bargaining & Union

Discrimination & Workforce Diversity 

Health & Safety

Child Labor

GOVERNANCE

Controversial Investments 

Governance Structure

Bribery & Fraud

CUSTOMERS

Anticompetitive Practices

Customer Relations

Privacy & Data Security

Marketing & Advertising

Product Safety & Quality