Due Diligence



Social and Ethical Investments

We pay close attention to the following:

Socially responsible mutual funds: These are investment funds that select companies based on their environmental, social, and governance (ESG) practices.

Impact investing: This involves investing in companies or organizations that have a clear social or environmental mission, such as renewable energy companies or affordable housing projects. renewable energy, sustainable agriculture, or healthcare.

Community development financial institutions (CDFIs): These are organizations that provide financial services and investments to underserved communities, such as low-income and minority groups.

Socially responsible funds: These are mutual funds or exchange-traded funds (ETFs) that are managed according to specific environmental, social, and governance (ESG) criteria. Examples include funds that avoid investing in companies involved in tobacco, weapons, or those with poor labor practices.

Divesting: Investing in unethical or socially irresponsible companies can have negative consequences, such as supporting industries that harm the environment or violate human rights. This can include avoiding investments in industries such as tobacco, weapons, and fossil fuels.

Avoid Money Laundry: Unfortunately, in today’s world, the threat of terrorism and extremism is a harsh reality. In the financial sector, this threat translates into the risk of unknowingly investing in hedge funds and other assets with ties to terrorist groups or their sympathizers.

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