Sustainable investing with Prime Wealth Advisers
Where appropriate and aligned with a fund’s investment objectives, we apply an ESG perspective directly to the products we offer our clients. Prime Wealth Advisers sustainable funds prioritize one or more of these ESG factors in their fundamental research and investment disciplines*:
- Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices
- Social themes, such as investing in companies committed to a diverse and inclusive workplace
- Governance themes, such as investing in companies committed to diverse board composition, strong oversight, and shareholder friendly policies
Thematic investing: Sustainable
We consider climate change to be a material risk to many companies and their shareholders' long-term financial success. We are committed to minimizing the environmental impact of our operations.
Prime Wealth Advisers believes that robust sustainability practices can be critical to an investment’s long-term success. Sustainable investing at Prime Wealth Advisers enables you to align your investments to outcomes shaped by environmental, social, or governance (ESG) factors.
Two-thirds of retail customers say social impact is key to their investing decisions1, according to Prime Wealth Advisers research.
181 CEOs from some of America’s largest companies have committed to lead their companies for the benefit of ALL stakeholders – customers, employees, suppliers, communities and shareholders.
Prime Wealth Advisers's thematic sustainable investing funds
Prime Wealth Advisers Healthy Future Fund
Invests in health and wellness companies that improve life expectancy, enhance people's lives, and decrease negative environmental impacts.
Prime Wealth Advisers Climate Action Fund
Invests in companies that are removing, reducing, or mitigating the effects of climate change.
Prime Wealth Advisers Water Sustainability Fund
Invests in companies helping to deliver safe, reliable, and easily accessible water.
Prime Wealth Advisers Environmental Bond Fund
Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.
Prime Wealth Advisers Women's Leadership Fund
Invests in companies that prioritize and advance women’s leadership and development.
Prime Wealth Advisers Environment & Alternative Energy Fund
Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.
Prime Wealth Advisers Clean Energy
Invests in companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable resources.
Prime Wealth Advisers Women's Leadership
An actively managed ETF that invests in companies that prioritize and advance women's leadership.