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Integrating Financial Planning with Sustainable Development

Integrating Financial Planning with Sustainable Development

| September 29, 2020

Our goals for our own personal financial planning and investments can be congruent with sustainable development goals for the world. For example, the 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries - developed and developing - in a global partnership. They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests.

Saving and investing for retirement or other personal goals can be done in a way that is consistent with elevating communities and people. Rather than investing in companies that exploit resources and people, we can "be the change" and target our investing in a way that reflects our values and commitment to doing the right thing.

Join us over the next 12 months as we roll out our social impact portfolios to make it easier for all of us to invest in making a positive difference and reducing our footprint in the world.