Investing with a purpose. 

We believe in the goodness of people. We know that you understand the importance of things like fair pay, reducing pollution, and giving back to the community. You buy fair trade items, pay your taxes, and try to make choices that won't hurt other people. You recycle (most of the time). You do your part to try and make the world a better place for the next generation. So why invest in companies that don't do the same? SRI (Sustainable, Responsible, Impact) investing gives you the ability to align your investment choices with your beliefs and values. Investing capital plays a significant part in creating change, and can be done in a way that makes a lasting impact on the interests that matter most to you. Start building your ethical portfolio today to create a better future for yourself, while creating a better future for the world. 

What is SRI Investing?

There are many names for the practice of investing ethically - "green" investing, impact investing, socially responsible/ conscious investing, ESG. Regardless of the name, they all share the same idea; investing in companies that contribute more good to the world. SRI investing (sustainable, responsible, and impact) is typically used as an umbrella term for all the other labels and uses environmental, social, and governance (ESG) criteria to evaluate companies for ethical and sustainable practices.. It is the fastest growing area within the investing industry, as more clients and companies realize the benefits of SRI investing for all involved.

  • It supports fairness, equality, and prosperity in businesses and our communities.

  • It demands a greater sense of ethics, morals, and values from leadership across businesses, government, and organizations that embody our own ideals and beliefs.

  • It creates empowerment, not charity, to help people achieve financial security, economic progress, and a better quality of life.

  • It prepares our world for future generations in what we build for them today and what we leave behind for them tomorrow. 

Real Investments. Real Change.

One of the best things about SRI investing is that you get to positively enact real, powerful change for issues that you care about. Here are just a few of the initiatives you could support with your investments.

Environment
  • Climate Change Solutions

  • Resource Management

  • Water Usage

  • Recycling

  • Restoration + Conservation

Technology
  • Alternative Energies (Solar, Wind, Renewable)

  • Advanced Medicine

  • Public Health

  • Innovative Products

Social
  • Women's Leadership + Empowerment

  • Racial, Cultural + Social Equality

  • Microfinance

  • Crowdfunding

  • Poverty Alleviation

Sustainability
Sustainability
  • Systemic Thinking

  • Economic Integration

  • Global Impact Opportunities

  • Sustainable + Organic Agriculture

Governance
  • Ethical Practices + Policies

  • Fair Pay

  • Equal Opportunity

  • Stakeholder Engagement

Community 
  • Social + Economic Development

  • Local Businesses

  • Non-Profit 

  • Community Building/Investments

  • Education

We practice what we preach.

At Conscious Capital Management, we recognize the connection between financial need and ethical values, and we firmly believe there is no reason to compromise one for the other. In addition to our commitment in offering ethical investing services, we strive to be a company that operates ethically itself. These are a couple of the things we do to make the way we work stand up for our beliefs, and stand out from the rest of the crowd. 

  • Web provider is fueled by 100% wind energy

  • Office recycling program

  • Code of Ethics

  • Supporter of local non-profits

  • Community involvement 

  • Partnerships with local ESG organizations 

How ethical are your current investments?

Find out for free through our Ethical Investor Report. We'll use measurements like environmental stewardship, social responsibility, governance and ethics, and controversy risk to score your current investments. All we need from you is the tickers or symbols of your current investments, and you'll have your ethical score in 3-5 business days.

Disclosure: This report is solely for the purpose of measuring the Ethical Score across ESG(environment, social, governance), controversy, and sustainability factors of these investments and should not be considered an investment recommendation. Not all investments are able to be scored. This information makes no reference to the financial suitability or appropriateness of these investments for your financial goals, needs, or risk tolerance. Ethical scoring does not measure financial performance of the included investments and any use of this information for investing decisions is at your own risk. Always review any investment decisions with your financial professional before buying or selling any investments.

 
Why SRI?

Aside from all the positive social, economic, and global good that comes out of SRI investing, there are numerous financial performance benefits for you as an investor. It's important to remember that investing ethically is not charity; it is simply another dimension by which we can evaluate companies and portfolios. SRI looks at a company's environmental impact, social responsibility, and corporate governance (how they run their business). These factors are then included in the broader financial analysis to gain a better understanding of the company as a whole. Just because a company scores well on ESG doesn't mean it is a financially sound investment, and vice versa. SRI Investing is about combining both to achieve an optimal portfolio - one that you can feel good about holding. 

Less Volatility

SRI investing has proven that it can offer an additional performance advantage, because it looks past just the finances. Evaluating areas such as environmental practices, social policies, and governing principles helps us better determine potential risks and find more consistently performing opportunities. Sustainable practices are simply less volatile than only using financial measures, and it'll show in your portfolio's performance.

Lower Risk

Basic common sense will tell us that if a company is run the right way - ethical decisions, fair compensation, etc. - there is a reduced risk for negative surprises that can affect your portfolio. Things like lawsuits, boycotts, ineffective cost management, and poor long-term planning are less likely to happen. Additionally, by expanding analysis beyond financial information, we account for a broader range of investment risks. These risks affect longevity of businesses, economic prosperity, and profitability, all of which are fundamental to your investment return. 

Innovative Leverage

Individually, we can choose to meet our own financial needs and goals while harnessing our largest and most powerful resource. The capital held within our savings, retirement, and investment accounts can simply be invested in a manner that helps create change, contribute, and make an impact in a meaningful way. Your money can inspire innovation, ideas, and the visions that shape our collective future, all while preparing for your own.

For more information on the power of SRI investing, or additional resources and reading on the subject, check out our blog , or email us at team@ccminvestment.com

*Source: performance and risk data resourced from numerous studies through the forum for sustainable and impact investing. A leading organization in SRI investing research. Studies and additional educational information can be found on https://www.ussif.org/performance. The following supporting studies are listed on the link provided.

The Morgan Stanley Institute for Sustainable Investing published Sustainable Reality: Analyzing Risk and Returns of Sustainable Funds in 2019. n 2017, Nuveen TIAA Investments released Responsible Investing: Delivering Competitive Performance. The Global Impact Investing Network (GIIN) and Cambridge Associates co-produced a report in 2017, The Financial Performance of Real Assets Impact InvestmentsSustainable Investing and Bond Returns is a 2016 report by Barclays Research. In 2015, Deutsche Asset & Wealth Management and Hamburg University published an article titled ESG and Financial Performance: Aggregated Evidence From More Than 2,000 Empirical StudiesFrom the Stockholder to the Stakeholder: How Sustainability Can Drive Financial Outperformance is a 2015 meta-study conducted by Oxford University and Arabesque Partners, which categorized more than 200 sources, including academic studies, industry reports, newspaper articles and books. In 2015, the Global Impact Investing Network (GIIN) and Cambridge Associates jointly published the report Introducing the Impact Investing BenchmarkHow and Why SRI Performance Differs from Conventional Strategies, a 2014 report by Envestnet | PMC investigated the differences in SRI and non-SRI domestic equity mutual fund performance. Sustainable Investing: Establishing Long-Term Value and Performance, a 2012 meta-analysis by DB Climate Change Advisors of more than 100 academic studies, finds that incorporating environmental, social and governance data in investment analysis is “correlated with superior risk-adjusted returns at a securities level” and that SRI approaches that merely employ exclusionary screens, while showing little upside, do not underperform. In November 2009, Mercer issued a report, Shedding Light on Responsible Investment: Approaches, Returns and Impacts, in which it reviewed a further 16 academic studies on SRI and financial performance that were published after the 2007 UNEP FI review. In October 2007, the Demystifying Responsible Investment Performance report issued by the United Nations Environment Programme Finance Initiative (UNEP FI) analyzed 20 influential pieces of academic work and 10 key broker studies exploring links between different approaches to responsible investment and investment performance.

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Conscious Capital Management is a registered investment adviser. We have a goal to provide Madison  Wisconsin's best Financial Advisors, Financial Planners and Socially Responsible Financial Advisors. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. This website is intended for Wisconsin residents only.

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608-843-6377
8383 Greenway Blvd
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Middleton, WI 53562