March 17, 2021

ESG Investing

You've likely heard of it. Maybe you're curious what the hype is about. Maybe you're wondering about the positives and pitfalls of this investing style.

Environmental - think resource use, carbon emissions, climate change risks

Social - think diversity, inclusion, human rights, employee rights and safety

Governance - think executive compensation, shareholder rights, pay provisions

Let us break down ESG investing for you by defining it, explaining the rewards and risks, and showing
how Osborne Partners has incorporated it into our discipline for many years.

Let's talk ESG.

In this 14 minute video, Chuck Else, Principal at Osborne Partners, gets you up to speed on all things ESG:

(minute mark - topic)

1:31 - What is ESG?

2:39 - Challenges with ESG Investing

4:55 - How is ESG Scored?

6:01 - ESG Case Studies (yes, let's review Tesla)

9:00 - How? Methods of ESG Investing

10:53 - Osborne Partners' ESG Approach

Please note the two pages of disclosures at the end of the presentation.

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The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.