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IMPACT RETIREMENTTM

ESG focused target portfolios for 401k, 403b & 457 Plans

Giving employees the choice to align their retirement assets with their values

​ENVIRONMENTAL
SOCIAL
GOVERNANCE
ESG investing in retirement plans
IMPACT RETIREMENT

ESG FOCUSED PORTFOLIOS

A growing number of employees want their employer and their investments to reflect their personal values. Impact Retirement ESG (environmental, social & governance) focused target portfolios give employees the ability to align their retirement assets with their values and give employers a way to reinforce a corporate culture that supports environmental, social and governance issues.
 
Additionally, research has linked some ESG factors to corporate financial performance, meaning these portfolios have the potential to perform as well, or better, than portfolios that do not consider ESG factors in their investment process.
 
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ENGAGE EMPLOYEES

Impact Retirement - ESG focused target portfolios give employers a meaningful way to support a values based culture.

A growing number of employees, especially Millennials, want their employer and their investments to reflect their personal values.(1) These employees want more than a paycheck, they want to make a difference. Impact Retirement ESG focused target-date and target-risk portfolios give employees the ability to align their retirement assets with their values and give employers a way to reinforce a corporate culture that supports environmental, social and governance issues.  

MAKE A DIFFERENCE

Do businesses that address global energy and pollution problems, treat their employees and partners fairly, and improve the standard of living around the world have the potential for financial success?

A growing number of investment professionals and studies are supporting this idea and a growing number of investors are choosing to align their investments with their values. Impact Retirement ESG focused portfolios offer employees professional allocation and diversification with the addition of an ESG (environmental, social, governance) lens.

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In a Meeting

LEAD THE CONVERSATION

ESG investing is quickly moving to the forefront of the investment industry conversation. Organizations like BlackRock, TIAA, Morgan Stanley, Morningstar, MSCI (1) and others have brightened the spotlight on ESG investing. Take the lead in starting an ESG conversation with your 401(k), 403(b) and 457 clients.

Sustainable, Responsible and Impact (SRI) Investing in the U.S. has grown to $8.7T(2) as of the end of 2016, almost twice the size of the entire 401(k) market(3). However, when it comes to retirement plans, employees typically have few or no ESG investment options to choose from. It is even less likely to find plans that offer ESG versions of the target portfolios that have become the leading investment solution for Americans investing for retirement(4). 

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.

For more information contact:

Mike Grimme

0425-633-0309

mgrimme@clearpointfp.com

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