Align Your Retirement with Your Values

By Pacific Premier Trust

In the past year, the coronavirus pandemic turned life as we knew it on its head. Many of us found ourselves suddenly working remotely, homeschooling children, and keeping a close eye on our supply of hand sanitizer. Stock markets gyrated wildly, the US entered a recession, and Congress enacted two of the largest relief packages in modern American history.

Amid this upheaval, Morgan Stanley studied how environmental, social, and governance (ESG) funds performed. ESG funds, which focus on a company’s environmental, social, and governance practices, have soared in popularity as investors work to align their portfolios with their values. So too have impact investments, which help generate financial returns while also creating a positive social or environmental impact. While questions persist as to whether ESG or impact investing means having to accept lower returns, that is not turning out to be the case.

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