Socially Responsible Investment

Oscar Auliq

Committed to Socially Responsible Investing (SRI).

Auliq, through its subsidiaries, offers a range of financial services designed to align investments with ethical, social, and environmental values. These companies typically cater to individuals, institutions, and organizations that want their money to support sustainable and responsible practices while still generating competitive financial returns.

Here are the key services typically offered through Auliq subsidiaries:

1. Investment Management

  • Portfolio construction and management using ESG (Environmental, Social, Governance) criteria.
  • Thematic investing in areas like clean energy, gender equity, or community development.
  • Impact investing to generate measurable social or environmental impact alongside financial returns.

2. Screening Services

  • Negative screening: Excludes companies involved in harmful sectors (e.g., fossil fuels, tobacco, weapons).
  • Positive screening: Includes companies with strong ESG performance.
  • Norms-based screening: Filters based on international standards (e.g., UN Global Compact, ILO standards).

3. Shareholder Advocacy

  • Proxy voting on behalf of clients to influence corporate policies.
  • Filing shareholder resolutions to press companies on ESG issues.
  • Corporate engagement: Dialogue with company management to encourage better practices.

4. Financial Planning and Advisory

  • Values-aligned financial planning for individuals and families.
  • Retirement planning that incorporates SRI/ESG goals.
  • Wealth management with a focus on long-term sustainability and ethical investing.

5. Research and Analysis

  • ESG research and company ratings.
  • Sustainability analysis of sectors or funds.
  • Custom reports for institutional clients or foundations.

6. Community Investment

  • Direct investment in underserved communities through Community Development Financial Institutions (CDFIs).
  • Microfinance or social enterprise funding to support grassroots impact.

7. Educational Resources and Workshops

  • Seminars or webinars on responsible investing.
  • Guides and tools to help investors understand ESG factors.
  • Workshops on integrating values into financial decision-making.

Have questions or require further information? Please contact the appropriate representatives at Auliq.