Align your clients' investing style with their personal preferences
Our approach to ESG
You work hard every day to help your clients reach their goals. That's why we're committed to helping you, your clients, and your practice succeed over the long term. It's how our mission is aligned with yours.
With these guiding principles, we offer environmental, social, and governance (ESG) products that can help your clients reach their investing goals while giving them the access and choice to invest according to their preferences.
Investment strategies
Every product Vanguard offers, including our ESG investments, must meet our rigorous standards and align with our time-tested investment philosophy.
We currently offer seven ESG products: four exclusionary index funds and three active funds.
For your clients who want to limit exposure to certain industries or business activities that pose heightened ESG-related risks or conflict with their preferences, such as firearms, tobacco, or fossil fuels, we offer index products that help accomplish this goal.
We also offer active ESG strategies in which managers seek to generate excess return by allocating capital toward companies that meet certain ESG criteria. This may include companies assessed as demonstrating leading ESG practices, showcasing improvements on ESG dimensions, or delivering a positive social and/or environmental impact.
Some clients—those with very specific ideas about causes or issues they want their investments to support or exclude—may be better suited with a more precise solution: Vanguard Personalized Indexing.
