Advice and ethical strategy

Assess the ethical level in your portfolios according to your criteria

  • Definiting your ethical criteria (exclusion criteria, ESG positive selection, social impact, thematic, Christian Social Teaching, ...)
  • Portfolio screening (positive aspects, possible grey areas, potential for improvement; ...)
  • Report on the diagnostic's results

Recommendations, monitoring and review

  • Recommendations are presented to decision makers and deployment of selected recommendations.
  • If desired, formalization of the ethical strategy and monitoring of ethical parameters and controversies
  • Periodic financial and social impact reports
How ethical are your investments?
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  • 759 Pinewood Avenue

    Marquette, Michigan

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