Socially Responsible Investing

Some call it green investing, others call it impact investing – we know it as Socially Responsible Investing. Through this practice, we’re able to provide investment returns that go beyond dollars and cents.

A More Peaceful World

A Cleaner Environment

Fair Employment Practices

Safe & Useful Products

What Are Your Dollars Doing Right Now?

We practice what we preach and are here to help you do the same through socially responsible investing. If you’re new to SRI, we’ll happily bring you up to speed and guide you in the possible ways to invest in socially responsible companies.

For Instance…

One example of SRI is found in “green” investing, which involves investing in companies and funds that seek to preserve and improve the environment by financing things like the renewable energy industry.

Socially responsible investing can also include avoiding investing in industries and companies that you believe negatively impact social welfare, such as fossil fuel production and the tobacco industry.

By engaging in socially responsible investing practices, you have the ability to impact the world.

Going Beyond Investment Selections

In addition to choosing your investments carefully on an individual level, you can also participate in SRI through shareholder advocacy and community investing.
Shareholder Advocacy: Making Your Voice Heard
Shareholder advocacy can be that your mutual fund family is trying to make companies more socially responsible; it can also mean that you are voting as a shareholder to make companies more socially responsible.

SRI mutual fund families will approach companies with suggestions to improve its governance, diversity, or some other issue. Depending on the specific scenario, companies may make changes or simply put issues up for votes by their shareholders.

Community Investing: Looking Out for the Underserved
Community investing involves investing in underserved communities. One example is a larger community investing group that invested many millions of dollars in mortgages for families affected by Katrina. This is kind of a bond-like investment in that you are loaning money, as opposed to a stock investment where you are buying a small piece of a company. For more information on community investing, click here.

What About Portfolio Performance?

Ample material has been published that indicates a “socially responsible” portfolio still has the potential to perform well. In fact, a study published in 2009 by financial economists entitled Vice vs. Virtue: Investing Around the World analyzed the performance of “ethically” vs. “non-ethically” screened portfolios, and found no significant difference in financial performance.
Still not convinced? Check out this paper to see TIAA’s findings on socially responsible investment performance.
Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Socially responsible investing does not guarantee any amount of success. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

As Simple As Clicking a Button

Help the greater good, your community and yourself by becoming a Socially Responsible Investor.
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