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U.S. Department of Labor
IB 2015-01
Guide: Adding SRI Options to Defined Contribution Plans
Aligning Defined Contribution Plans with Sustainability Goals

ESG investing continues to gain exposure and acceptance in the mainstream

of the U.S. investment industry. The Department of Labor, large mutual fund complexes and institutional investment advisory firms are weighing in on the importance of ESG factors in portfolio evaluation. It's time that employers and their advisors consider the importance of

ESG factors in the retirement plans they oversee.

Foundations of ESG Investing

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