Empowering clients to make a positive societal impact through their investments.

CPC Impact Investing has a heightened focus on environmental, social and governance (ESG) factors alongside traditional financial analysis in the investment decision process.

Through Impact Investing, you are allocating capital towards corporations that are addressing some of the greatest challenges we face. Your investments are also a force for good as they are engaging with companies to prioritize sustainability. In doing so, your expected return can be competitive investment results and - more importantly - a better world for generations to come.

Environmental
Stewardship

  • Reduce carbon emissions
  • Manage water scarcity
  • Mitigate impact on natural capital
  • Use renewable energy
  • Measures to reduce pollution

Social
Impact

  • Promote product safety
  • Ensure diversity and gender equity
  • Respect human rights
  • Commitment to employees and community
  • Ensure security of sensitive customer data

Governance

  • Responsible stewardship of capital
  • Boards that reflect expertise and diversity
  • Demonstrate accountability in addressing adverse events
  • Transparency in financial disclosures
  • Effective executive performance compensation programs

Outcomes

Invest in companies that provide leadership in improving societal outcomes, including those that will affect future generations.

Engage with corporations to improve their sustainability outcomes by collaborating with management, voting proxies, filing shareholder resolutions and advancing public policy initiatives.

Corporations that are leaders in ESG metrics can deliver competitive long term returns.

This investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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