Why SRI?

Sustainable, Responsible, Impact Investing (aka Socially Responsible Investing)

A well constructed investment portfolio typically consists of several types of investment assets (stocks, bonds, mutual funds, cash and more) designed to achieve an investor's financial goals with an acceptable amount of risk. When considering what to include in a portfolio, portfolio managers evaluate a variety of financial attributes of the companies and/or governmental entities that issue them, attributes like profitability, growth, and liquidity. In other words, investment selections are made by screening for financial health and potential. SRI portfolio managers do this and more, screening not only for financial health but also for environmental, social, and governance factors.

SRI investors and their managers invest in companies that act in a socially and environmentally responsible manner. Such companies consider the impact of their business practices on all of their stakeholders - that is, their shareowners,customers, clients, employees, the communities in which they operate, and the natural world. SRI investors also avoid investing in companies they judge to be harmful, like tobacco or firearms manufacturers. Research studies have concluded that companies with strong social responsibility practices are actually superior investments.

SRI investors also seek out investments with high impact, for example, investments that specifically direct capital to underserved communities (community investments) or alternative energy projects (ex. wind farms) helping to alleviate climate change.