ESG investing can be integrated into wealth planning by which methods?

• A. All of the above
• B. Screens
• C. Tilts
• D. Thematic allocations

Answer: (A)

You can embed ESG in wealth planning through multiple approaches, each addressing a different way to align values with investment goals. Screening filters out or selects investments based on ESG criteria, letting you avoid or favor certain standards. Tilting adjusts the portfolio’s weights to overweight or underweight assets with stronger or weaker ESG characteristics, integrating ESG considerations into risk and return without abandoning the core strategy. Thematic allocations commit capital to broad ESG narratives—such as climate, social impact, or governance themes—so investments are chosen for their connection to a specific ESG idea. Because all three methods are valid and commonly used together in practice, the most complete answer is the combination of screening, tilting, and thematic allocations.