ESG Investing For Dummies

Appendix

Great Resources for ESG Investing

IN THIS CHAPTER

Getting the basics on building an ESG portfolio

Finding help with disclosure, reporting, and engagement

Looking for even more information on asset classes

The principles of ESG investing are common for all investors, but the focus of this book has been more tilted toward institutional investors, so this appendix concentrates on retail investors. It emphasizes the fundamentals of building a portfolio, how investors can find resources to confirm whether ESG products meet their values, and what products they can use to achieve their goals.

The Basics of Building a Retail ESG Portfolio

In many ways, building an ESG portfolio is no different than building a regular portfolio. Before you start investing, be sure to do the following:

• Think about your goals and determine what you’re investing for, whether for retirement or funding your children’s education. Your investment objective tends to influence your risk tolerance and whether you want to consider an aggressive, moderate, or conservative portfolio.
• Consider what asset allocation ...