The Legacy Foundation believes that the inclusion of factors related to sustainable and responsible investing is necessary for a complete understanding of each investment’s risk and opportunity. More research studies indicate that Environmental, Social, and Governance (ESG) factors have a measurable impact on long-term performance. By integrating these ESG factors into the investment decision-making process, we believe we can help mitigate risk and add long-term value to an investment portfolio. Rather than an adjunct consideration, ESG factors are fully integrated into the Legacy investment teams’ decision-making process and are central to their research. We believe this holistic approach to assessing risk and opportunity enhances our investment process.
Keywords: The Legacy Foundation, Legacy, Foundation, Legacy Foundation
Sector: Service with Minor Environmental Footprint
Size: 1-9 employees
B Corp Certified – Impact Score: 92.4
