What Is Environmentally Responsible Investing?

With the Patriot Portfolio™, companies that demonstrate true environmental stewardship are included, ensuring that your investments support a healthier planet for future generations.

Environmentally Responsible Investing

Environmentally Responsible Investing focuses on selecting companies that prioritize sustainability and actively work to protect the environment. This approach involves investing in businesses that engage in practices such as reducing carbon emissions, conserving natural resources, and developing eco-friendly products. By supporting these companies, investors can align their financial goals with their commitment to environmental stewardship. In essence, environmentally responsible investing allows you to grow your wealth while contributing to a healthier planet.

How Does the Patriot Portfolio™ Include Companies that Display Responsible Environmental Stewardship Practices?

Our environmental stewardship screening data comes from Inspire Insight. One of the primary ETFs in the Patriot Portfolio™ screens for businesses that actively contribute to a healthier planet, ensuring your investments support a better future for generations to come. Here are some of the key screening categories in that ETF:

Air Quality

The ETF includes companies with effective management of air quality impacts based on various sources, including stationary sources like factories, mobile sources such as trucks, and other industrial operations (excluding GHG emissions).

Energy Management

The ETF includes companies that exhibit responsible energy consumption practices throughout their operations, aiming to enhance environmental stewardship.

Environmental Risk Mitigation

Companies are screened for their ability to manage risks and opportunities tied to environmental factors. This includes taking seriously the physical impacts of environmental changes, such as more frequent and severe weather events, shifting climate patterns, and rising sea levels.

These companies understand that it’s not just about reacting to what's happening now but also preparing for what could happen in the future. For example, a business that recognizes the risks of rising sea levels might take steps to protect its coastal facilities. They might also consider how extreme weather could disrupt their operations and develop plans to keep things running smoothly.

But it’s not just about avoiding problems. These companies might invest in renewable energy, develop products that help others adapt to a changing climate, or find ways to reduce their energy use, cutting costs and benefiting the environment at the same time.

GHG Emissions

The ETF prioritizes companies that take accountability for greenhouse gas (GHG) emissions they directly release into the atmosphere through their operations.

Low Ecological Impact

Whether it involves land use for exploration, natural resource extraction, agriculture, or project development, certain business activities can significantly impact ecosystems and the diverse life forms that inhabit them. The companies in the ETF have demonstrated a considerable level of conscientiousness regarding their effects on ecosystems and biodiversity, based on data from FactSet.

Materials Efficiency

The ETF includes companies that consider the impact of their processes on the materials supply chain, from design to production, and the subsequent effects on the environment, including reducing the amount of materials they use and optimizing efficiencies.

Product Sustainability

The ETF prioritizes companies that recognize their responsibility not only to their bottom line but also to their customers and society as a whole. These companies take the initiative to meet the growing demand for more sustainable products and services while adhering to evolving environmental regulations, reflecting a deep understanding that success should not come at the expense of the world we all share.

Regulatory Adherence

Companies included in the ETF responsibly engage with regulators in situations where corporate interests may conflict with public interests, particularly when significant environmental and social consequences are at stake. These companies have also demonstrated a reliance on regulators to find solutions that balance their business goals with the well-being of society.

Waste & Hazmat Management

The ETF includes companies that demonstrate a responsible approach to managing the hazardous and non-hazardous waste they generate, with a clear focus on environmental stewardship. This includes ensuring the proper treatment, handling, storage, and disposal of waste, as well as strict adherence to regulatory standards.

Water Conservation

Companies that meticulously manage their water resources by monitoring water usage, consumption, wastewater generation, recycling, and treatment—among other related activities—are included in the ETF, with careful consideration of regional differences in water availability, quality, and competition.

Ensure Your Investments Reflect Your Values: Review Your Portfolio for Environmental Responsibility

As you review your retirement strategy, wealth creation, or investing plans, consider whether they align with your ethical values regarding the environment. Ask your financial advisor if the companies in your portfolio are environmentally responsible and take the time to ask detailed questions. Don’t settle for a strategy that doesn’t reflect your values—ensure that your investments support a sustainable and responsible future.

Take the Next Step: Align Your Investments with Environmentally-Friendly & Patriotic Values and Start a Patriot Portfolio™ Today

If you're ready to align your investments with your values, consider moving your portfolio to Monorail or starting small with us by creating a Patriot Portfolio™ today. Our team is dedicated to helping you navigate environmentally responsible investing and is here to answer any questions you might have. Don’t wait—take the first step towards investments that truly reflect your commitment to a sustainable future. Reach out to our support staff and let us help you build a portfolio that you can be proud of.

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