Private Ocean is proud to help guide you in your effort to invest with purpose.


What is ESG Investing?

Watch the video to learn how Eric and Isabella began their journey to investing with purpose.

Socially conscious investors use three main criteria that fall under the acronym "ESG," when creating investment portfolios. ESG stands for Environmental, Social, and Governance.

Environmental criteria might measure a company’s conservation efforts, pollution, and water conservation.

Social factors may include worker health and safety, privacy and security, and community involvement.

Governance criteria may refer to shareholders’ rights, transparency, ethics, and fraud. 

Why Invest Now?

ESG Investing Is In Demand.

Investors now consider ESG factors across $8.72 trillion of professionally managed assets, a 33% increase since 2014. These assets now account for more than one out of every five dollars under professional management in the United States.

The Market Has Changed – In Your Favor.

The cost of investing and implementing ESG portfolios was not as economical as it is today. However there has been a huge expansion in the offering of funds that consider investment logic and ratings, and ESG costs have significantly lowered.

In the past, one may have had to sacrifice the risk-return trade-off when investing in ESG funds. Private Ocean’s models offer risk-adjusted returns at costs similar to traditional portfolios.



Test your Knowledge.


Our Approach

We take our role as fiduciaries seriously, while we want to offer our clients investment solutions with a strong ESG profile, it is also important that this is not done at the expense of a less solid investment portfolio. Thanks to innovations in technology and investment products, we offer ESG solutions that combine the best of both worlds: A cost-effective, sound and well-diversified ESG investment portfolio that captures market returns through ethical investing.

ESG Perspectives

The latest ESG news and insights by Private Ocean's financial planning and investing experts.

ESG Myths

4 Myths About ESG We Should Stop Believing

By Max Holvik on Jun 28, 2018

Continuing our blog series about ESG investing, in this article we'll address some of the misconceptions surrounding this field today.

Read More
ESG is Picking Up Steam

Investing with Purpose: Why ESG Investing Is Picking Up Steam

By Max Holvik on Apr 17, 2018

ESG is now able to combine the best of both worlds by providing market-like returns while also reflecting the investor's personal values.

Read More
ESG Investing - Video#1.00_00_28_19.Still003-876531-edited

ESG Overview: Watch the Webinar Playback

By Justin DeTray & Max Holvik on April, 2018

Watch our webinar playback hosted by Justin deTray and Max Holvik to learn more about ESG Investing and decide if it's right for you.

Read More