What is Socially Responsible Investing?
Integrating personal values and societal concerns with investment decisions is called Socially Responsible Investing (SRI). SRI considers both the investor's financial needs and an investment’s impact on society. With SRI, you can put your money to work to build a better tomorrow while earning competitive returns today.
Social investors include individuals and institutions such as corporations, universities, hospitals, foundations, insurance companies, pension funds, nonprofit organizations, churches and synagogues.
SRI is a fast growing and increasingly large segment of the investment world in the USA.
In 2005 it is estimated that the total SRI market in the US totalled $2.3trillion up from $600 billion in 1995. Almost 12% of total money under professional money management in the US is part of a socially responsible portfolio.
The folllowing diagram shows the dramatic growth of the market.
Will SRI diminish My Returns?
Academic studies have shown repeatedly that returns from SRI have not lagged behind the general market in all market conditions and in all markets - Europe, the US, Asia and Emerging Markets.
You do not have to sacrifice your investment returns to do good for the world.
Your investment portfolio can be both financially rewarding and socially responsible.
Let Neil R Smith Consultancy explore the world of SRI
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