Socially Responsible Investing, or SRI, is investing with a purpose. Traditional investing is exclusively concerned with whether or not a stock, bond, or mutual fund is expected to meet the financial needs of the owner.
SRI strategies take into consideration the personal values, beliefs, and passions of the investor, and then place the investor’s assets into investments that align with those values. Common themes addressed with SRI strategies include:
Investing with sustainability in mind, supporting green initiatives and environmental considerations, and avoiding investments in companies that damage the environment or contribute to climate change.
Investing in companies that promote social justice, equality, and diversity and provide benefits beyond profits for shareholders.
Investing in companies with a history of sound business decisions regarding issues such as executive compensation, board of director composition, and shareholder transparency and advocacy.
Investing in companies that align with the beliefs of a particular faith.
Investing in companies that are not involved in the extraction, production, or sale of fossil fuels
Investing in companies that are not involved in the production or sale of civilian or military weapons, or engaged in military defense contracting.
Looking to explore which values are most meaningful to your investments? Complete our investing values quiz for a free report.
It can be time-consuming working on your own to find the right investments that reflect your values while also meeting your investment needs. Green Future Wealth Management will guide you through an exploratory process to clarify your values, and use our knowledge and training to develop the appropriate mix of assets. Through our comprehensive financial planning, cash flow, and investment management process, we develop and implement a holistic plan that will help you secure your financial future.
Many of our clients choose to align their investments with the UN Sustainable Development Goals. These 17 interconnected goals provide a framework for solving the most pressing challenges facing our planet. View the goals by clicking here, or watching the video to the right.