Investing in the long-term requires you to actively monitor and adjust your portfolio along the way. One of the key skills required for your investment journey is to effectively analyze your portfolio. In this post, we’ll discuss the different types of investments your portfolio can have, which benchmarks to use, and overall portfolio metrics to keep in mind, especially as you get closer to retirement.

One of the hottest topics today is sustainable investing, or ESG investing (Economical, Social & Governance). As the purchasing power shifts towards a generation that’s environmentally conscious, socially progressive, and ethically governed, the traditional investing strategies offered by professionals became obsolete.

In this blog post, we’ll first look into debunking a few “myths” I’ve either believed in or heard when it comes to investing sustainably.

With the increasing demand from investors to build sustainable portfolios, a significant amount of ETFs (Exchange Traded Funds) and mutual funds have been created or repurposed, enabling every day investors to put their hard-earned money into companies that do good for the world.

However, not all fund managers have taken a similar approach. We’ll dig into the different types of ESG-focused investing strategies and how they compare to more traditional strategies.

As ESG investment increased in popularity, it became evident we needed a way to assess and grade companies based on their environmental, social, and governing impact. We’ll describe how independent companies calculate these scores and help provide some context to investors before making a decision.

Although the reports and ratings issued are an important comparison tool when considering an investment opportunity, we’ll also talk about the limitations with the current ESG risk assessments.

Most of us haven’t learned about the importance of budgeting, saving, and investing at school. Many families find it taboo to talk about money. Combined with the complexity of investing, it can be overwhelming to get started.

We’ll talk about a few tips any person should know when it comes to starting their investment journey.