2022 Sustainability Report: Responsible Investing Through Sustainable Investing

By Cindy Bohlen, CFA

In honor of Earth Day 2023, Riverwater Partners is proud to present our fourth annual Sustainability Report: Responsible Investing through Sustainable Investing. The report highlights our Sustainable Investing framework’s role toward fulfilling our responsibility as a fiduciary.

The Sustainability Report emphasizes the importance of taking a long-term view when investing, considering both company-specific and macro factors that can affect returns. This approach recognizes that sustainability issues, such as environmental resilience and social equity, have the potential to impact the economy and individual company profitability, and therefore portfolio returns. Riverwater Partners’ Sustainable Investing framework seeks to identify companies with strong sustainability policies and practices and engage with executives and policymakers to promote improvement.

The report also cites evidence that companies that focus on material sustainability factors perform better financially and deliver superior returns to shareholders. This finding underscores the importance of considering sustainability in investment decisions and supports Riverwater’s Responsible Investing approach.

Beyond our investment practices, Riverwater Partners recognizes the importance of responsible corporate practices. The firm is committed to promoting a strong corporate culture and community, protecting clients’ assets and private information, and preserving the environment. These efforts reflect the firm’s commitment to sustainability and demonstrate its dedication to our mission of making the world a better place through responsible investing.

Overall, Riverwater Partners’ Sustainability Report is a testament to the firm’s commitment to Responsible Investing and our belief that Sustainable Investing is the foundation of everything we do. By using a rigorous investment framework that considers sustainability factors and engaging with executives and policymakers to promote improvement, Riverwater Partners is working towards a sustainable future while upholding its fiduciary duty to its clients.

Click here to read Riverwater Partners’ 2022 Sustainability Report.