Socially Responsible Investing / ESG

Sustainability, Socially Responsible, Alternative/Green Investing
 

Tell Me About SRI…

Socially Responsible Investing (SRI) is an established methodology for maximizing your asset value while attending to your environmental, social, and corporate governance (ESG) concerns. Given that our values may differ, there is no single way to determine how best to invest with social responsibility.

Most people are concerned with the environment, society, and corporate behavior, yet we tend to focus on particular elements of these concerns. These particulars are informative in creating an SRI strategy. Another way of describing the investment strategy used while incorporating values is “sustainable investment strategy.”

Given the complexity of SRI options, guidance can be helpful in developing a socially responsible financial plan. We believe that an SRI strategy is best utilized with a financial planner who understands the wide variety of SRI options. Fortunately, there are financial planners who specialize in SRI advice.

A correctly implemented financial plan which uses SRI principles ensures that your finances not only yield value when you need it (retirement or kids going to college), but also matches a thriving and positive future. Our motto: DO NO HARM.

To discuss further in detail, call 805-965-0101

Socially Responsible Investing is concerned with three areas:

• Environment
• Social Justice
• Corporate Governance

There are three investor activities associated SRI:

• Screen-out bad companies, Screen-in good companies when buying securities.
• Shareholder Action – vote your proxy (stockholders usually have a vote in corporate decision making).
• Community Investment – you can lend your money AND get paid interest AND get paid back AND help the world.

SCREENING is one of the most well-known forms of SRI. We include good companies and screen out the bad ones.

You can make a difference. A well known example of this is the divestment by universities under student pressure in the 1980s in companies that supported apartheid South Africa. This screening activity caused, or hastened, the end to policies supporting inequality between blacks and whites there.