The Legacy Foundation Sustainability - SustainabilityTracker.com

Sustainability Summary

This is an unclaimed profile. The Legacy Foundation has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

The Legacy Foundation presents itself as an independent financial planning and investment management firm with a sustainable investing approach that integrates environmental, social, and governance factors into investment analysis and portfolio construction. It says this approach is intended to help manage risk and support long-term value within retirement portfolios. The firm states that it considers environmental performance, workplace practices, community engagement, and governance factors in its investment process. It also says it is a Certified B Corporation, and that B Corp principles of social and environmental performance, accountability, and transparency are part of its business and investing philosophy.

About The Legacy Foundation

Status
Unverified

Website
Visit Website

Employees
5 - 25

Country
United States

The Legacy Foundation Sustainability Actions

Integrated ESG into investing

The Legacy Foundation offers a sustainable investing approach that fully integrates ESG factors into investment analysis and portfolio construction. This added level of evaluation allows for more informed decision-making and helps identify companies that are better prepared to adapt to the evolving global economy—supporting both financial objectives and responsible stewardship.

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Certified B Corporation

The Legacy Foundation is proud to be a Certified B Corporation. B Lab, a third-party global nonprofit organization, issues B Corp certifications to companies who’ve demonstrated high standards of social and environmental performance, accountability, and transparency.

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Uses environmental criteria

Its environmental criteria evaluate how effectively companies manage both operational and reputational risks, as well as how they position themselves to benefit from the transition to a more sustainable global economy. Areas of focus include air and water emissions, recycling and waste reduction, the use of clean and renewable energy, climate-related initiatives, and broader environmental policies and practices.

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Assesses social factors

Its workplace criteria evaluate how effectively companies create long-term value by supporting a productive and engaged workforce. Areas of focus include diversity and inclusion, occupational health and safety, employee relations, and respect for human rights. Its community criteria assess a company’s commitment to the communities in which it operates, including responsible engagement and sustainable development initiatives.

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Reviews governance practices

Its governance criteria evaluate how effectively companies align the long-term interests of management with those of shareholders. Areas of focus include transparency, accountability, and shareholder rights, as reflected in board structure, executive compensation practices, ethical standards related to bribery and fraud, takeover defenses, and policies regarding political spending.

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