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.

The US SIF Foundation's Report on US Sustainable and Impact Investing Trends identified $17.1 trillion in total assets under management at the end of 2019 using one or more sustainable investing strategies, a 42% increase from the $12.0 trillion identified two years prior.

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.

2020 Trends 1995 to 2020 growth graphic SRI Basics


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.


Podcast: Beyond the Basics of Sustainable Investing

By Zach Schlaht on May 14, 2021

In this episode, Investment Research Analyst, Zach Schlaht, discusses how the ESG space is evolving and how this may impact investors' portfolios. (Listen Time: 25:29)

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ESG Momentum

Webinar: Why Socially Responsible Investing is Gaining Momentum

By Bill Bockwoldt on November 20, 2020

In this webinar, Private Ocean and Dimensional Fund Advisors discuss what investors should think about when considering ESG investing and answer common some questions. (Watch time: 32:44)

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ESG Facts

ESG Investing: Get the Facts

By Zach Schlaht on September 24, 2020

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

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