Sustainable investing, socially responsible investing, impact investing, conscious investing, value aligned investing — all terms which have recently percolated amongst the wealth management circles. What are the nuances and how can I get involved?
Our world is changing fast. The need for sustainable solutions for ourselves and future generations has become more urgent. What can we do? How can we find purpose in our daily self-quarantined and “shelter in place” states of being?
So, you’ve decided you want to start investing sustainably. But how do you find these investments? And which options are right for you?
Times are changing. The need to improve the world for ourselves and future generations has become all the more urgent. We are collectively thinking about the bigger picture.
Are you a buy-and-hold investor? Buying and holding stocks long term is a strategy that can help you maintain a more stable portfolio while weathering short term fluctuations. Another strategy is to incorporate sustainable principles into your investing.
How can we change it up? How can we shift our routine to feel our day is more impactful than these three simple words? How can we discover our True North, that thing that makes us tick?
Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.
Recap Investing Inc. is an SEC-registered investment adviser.
Brokerage services provided to clients of Recap Investing Inc. by Interactive Brokers LLC (https://www.interactivebrokers.com). Interactive Brokers is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Before investing, consider your investment objectives and Recap's fees and applicable custodial fees.
Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.