Socially Responsible Investing

Socially Responsible Investing (SRI) is the investment in companies that promote ethical and socially conscious ideals such as environmental sustainability, justice, corporate ethics and/or advocate against discrimination. This can be accomplished by either specifically including companies that are making positive impacts and/or can exclude others that are making negative or questionable impact. This is an investment trend that seems to have sticking power. More than ever investors are listening to their conscience and investing with their heart. In fact, 28% of young people are requesting ethical investment options.

SRI has become so mainstream that Morningstar, an investment rating company, has now begun analyzing and releasing social responsibility scores so that investors can make better informed decisions. Nowadays an investor can honestly and proudly be aware of where their investment dollars are making an impact. Investments can be chosen based on religious, environmental, or social values quite easily. If you would like to explore investments that are within your value house, call us for an appointment today so we can assist you in gathering information and making strategic value-based investments.