Valuentum Exclusive Analysis for the Discerning Investor

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*BONUS* Included in the ESG Newsletter is an ESG-focused simulated newsletter portfolio! Subscribe today.

ESG Newsletter

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"The investing landscape has changed dramatically over the past decade and part of that transformation has involved US households placing a much greater emphasis on "ethical" and "sustainable" investing strategies. A decade ago, funds managed with Environmental, Social, and Governance ('ESG') standards in mind were a small part of the investing universe at-large, but that is no longer the case. Data from Morningstar notes that US funds considered "sustainable" reported $21.5 billion in net inflows during the first quarter of 2021, up from $20.5 billion in net inflows in the fourth quarter of 2020 and roughly five times greater than the net inflows these funds received in the first quarter of 2019. This space of the investing world has grown rapidly, and Valuentum Securities is happy to announce that we are launching an ESG-focused investment research product to cater towards the rapidly growing and changing needs of the investing community." -- Valuentum Analysts

By Brian Nelson, CFA

The investment landscape is fast changing, and investors want to invest how they want to invest. Custom approaches to meeting client needs have never been in greater demand. After all, the saying “there’s an ETF for that” has become as common as the saying “don't put all your eggs in one basket."

There may be no greater or better investment than becoming more exposed to the sustainable trend of Environmental, Social and Governance ('ESG') investing, where ESG research points to key risks of a company that could have tremendous implications on its intrinsic value or fair value estimate distribution.

For example, how should investors think about Johnson & Johnson’s (JNJ) talc exposure liabilities? What about 3M’s (MMM) polyfluoroalkyl substances (PFAS) liabilities? How should investors think about the sustainability of the dividends of companies exposed to tobacco or fossil fuel production, areas that may be in secular decline? That’s not all there is to ESG research either.

ESG research dives into an assessment of whether a company is a good one, a socially responsible one. You would have wanted to know if a company like Wells Fargo (WFC) was setting up fake bank accounts, wouldn’t you? Or if a firm like PG&E (PCG) had risks that could have contributed to the climate change-driven wildfires that scorched California? How about a company that keeps disappointing investors but allows the executive team to fly around in private jets?

You want to know the scoop on these types of companies, and that’s exactly what Valuentum’s ESG newsletter seeks to provide. We’ve developed a proprietary and analyst-driven ESG scoring system that ranks companies on a scale from 0-100 (100 = best) assessing their Environmental, Social, and Governance qualities. Only available in the Valuentum ESG newsletter, with every edition, we write up ESG-related commentary, publish ESG scores on companies of interest, and disclose their ESG worksheets for your review. We also include an ESG-focused simulated newsletter portfolio.

We think the Valuentum ESG Newsletter is a must-have for those following the work of our newsletter portfolios, but it is something that is important to everyone. The inaugural edition of the ESG newsletter was released September 15, 2021, and it has been released on the 15th of the month thereafter. Make sure you know where companies stand with respect to ESG. Valuentum’s ESG newsletter helps identify which stocks have strong ESG scores, and which ones come up short. Subscribe to the monthly Valuentum ESG Newsletter today by selecting the ‘Subscribe’ button below (12 editions, $1,000/year).

ESG Newsletter

$1,000.00

Pay now

Thank you for your interest in Valuentum's monthly ESG newsletter! This annual payment profile is recurring. No refunds are available with this plan.

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Tickerized for USSG, VSGX, ESGE, NUSC, QCLN, KRMA, EAGG, ESGG, and holdings in the DIA.

The High Yield Dividend Newsletter, Best Ideas Newsletter portfolio, ESG Newsletter portfolio, and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. The Valuentum Exclusive publication does not reflect real performance. Any performance is hypothetical, simulated, and does not represent actual trading. Past results are not a guarantee of future performance.