- Know Yourself
- Before you invest, determine the issues that truly matter to you and the risk level you’re most comfortable with.
- Share The Goods
- Tell us about yourself and your values.
- Put Your Money Where Your Mouth Is
- Using our proprietary investment methodology, we’ll construct a stock portfolio to align your financial goals and your personal values.
- Let It Brew
- We believe in a long-term investment strategy with low turnover. Our strategy aims to grow your wealth over time, so sit back, relax, and let us do the work.
We firmly believe compounding wealth over time leads to the greatest capital appreciation. The process for selecting investments is carried out in four phases:
First, we analyze key company metrics that correlate with stock performance to select prospects for further research.
Unlike traditional value investors, we believe great businesses rarely go for cents on the dollar. In this phase, we identify companies that demonstrate strong growth indicators.
Next, we dive deep into company balance sheets and corporate filings to validate quantitative metrics and growth potential.
Finally, we use third-party ESG data to build your custom portfolio of companies that we believe are not only good stewards of capital, but also good stewards of your personal values.
Analyzing companies' corporate values is an integral part of Censible's mindful investing methodology. In addition to evaluating company management and culture, we use third-party environmental, social, and corporate governance (ESG) data to assess each company's long-term risk profile and commitment to corporate responsibilty.
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Environment and Climate
How companies use resources and impact the environment
- Energy efficiency and clean energy
- Wildlife, ecosystem, and water conservation
- Pollution prevention
How companies' decisions on sourcing labor and materials impact human rights
- Child labor
- Forced labor and exploitive work conditions
- Usage of conflict materials
Corporate Social Responsibility
How a company impacts the communities it works in, consumers and society as a whole.
- Community relations
- Customer satisfaction
- Consumer health, wellness, and safety
- Nutrition and healthier products
- Management of data and privacy breach risks
Employees and Workforce
Companies' records on labor and employee relations
- Worker health and safety
- Diversity and equal opportunity
- Employee ownership, satisfaction, benefits, and pay
How well companies follow best practices in accounting, reporting and management structures
- Corporate transparency and reporting
- Ethical practices
- Accounting practices, executive pay and board, and ownership and management structure
We can also eliminate companies from your investment portfolio that operate in industries you stand against.
Learn more about how we use ESG data.