NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

Thursday, June 15, 2017

TFC Financial Management (TFC), an independent, majority employee-owned registered investment advisory and financial planning firm has announced the launch of its Sustainable and Responsible Investment Strategy (SRI). “Our clients, their families and prospective clients are increasingly expressing interest in SRI and their desire to have investment portfolios be more aligned with their personal values and social impact priorities,” said TFC Chief Executive Officer Renée Kwok, CFP®. “We are pleased to be able to offer this strategy, designed to provide long-term investment returns as well as positive social and environmental impact, as both dimensions are important to these clients.”

TFC defines sustainable and responsible investing as an investment approach that considers environmental, social and governance factors to achieve competitive long-term investment results and positive social impact. Clients will typically have core holdings in sustainable mutual funds that offer broad diversification and a low carbon footprint.  These core holdings will favor companies with positive environmental, social and governance attributes while minimizing holdings with less favorable attributes.