Sustainability Workbook: A Collaborative Guide for Financial Planners and Clients

Saturna is dedicated to showing industry leadership by providing sound educational opportunities and materials – particularly in the area of sustainable investing.

“Sustainable” investing covers a broad spectrum of investment opportunities – from consideration of environmental, social, and governance risks during fundamental analysis, to highly focused impact investing strategies. This breadth, along with the rapid increase in ESG, sustainable, and socially responsible investment products, has created more questions than clarity for some, prompting a few declarations that ESG and sustainable strategies are simply a passing fad to ignore.