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NEW: Subscribe to the Valuentum ESG Newsletter!

publication date: Aug 10, 2021
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author/source: Valuentum Editorial Staff

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

 

"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 is growing 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." - Callum Turcan, Associate Director of Research for Valuentum Securities

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 “buy the dip” these days.

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’d want 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 contribute 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, release new ESG scores on companies of interest--or that you may request (including newsletter holdings)--and publish their worksheets for your review. We'll also include an ESG-focused 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 will be released September 15, 2021, and it will be released on the 15th of the month thereafter. Make sure you know where your 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).

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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Valuentum Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, and independent contractors may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Valuentum Exclusive publication and additional options commentary feature, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at info@valuentum.com.