Socially Responsible Investing

You may have heard it called “green investing,” or “values-based investing,” but what do those terms mean? What is socially responsible investing? According to The Forum for Sustainable and Responsible Investment, sustainable, responsible, and impact investing (also called “SRI” or “socially responsible investing”) is “an investment discipline that considers environmental, social, and corporavernance criteria to generate long-term competitive financial returns and positive social impact.” Simply put, socially responsible investing seeks to help you grow your money while doing good.

Over the years, as investors have realized the impact they can have, socially responsible investing has increased more than 38% from 2016 to 2018. In 2018, more than one out of every four dollars under professional management in the United States – 26% of the $46.4 trillion in total assets under management – was involved in socially responsible investing*. As a result, more and more companies are understanding the need to align their policies in a more socially responsible way.

I believe the impact of your investments can be meaningful. You can make a difference.

Do you want your investment portfolio to embrace?

  • Supply chain human rights
  • Product safety and ethics
  • Employee health and safety
  • Business ethics
  • Climate change policies
  • Employee security
  • Employer management
  • Environmental impact of products
  • Accounting policies and controls
  • Board structure and gender diversity
  • Consumer data security

Let’s chat about building a socially responsible portfolio for you. Schedule a call with me now to get started! 

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