"ESG" stands for Environmental / Social / Governance.
"SRI" stands for Socially Responsible Investing or Socially Responsible Impact Investing.
All portfolio managers screen for factors like profitability, growth, and liquidity. Socially Responsible investors screen for these factors and also use ESG screens, often leading to a more diverse portfolio.
USSIF - The Forum for Sustainable and Responsible Investing published research showing that ESG/SRI portfolios can offer comparable investment performance and at times have even outpaced their non-ESG counterparts.
The power of your voice, your vote via proxy voting, and filing resolutions are all important methods of changing corporations to work for the good of all. Through Shareholder Advocacy our firm has the ability to help your voice be heard.
This article from Barron's Magazine is just one of the dozens we have seen recently which outline that Sustainable Investing is not only popular, but profitable. While we do not endorse any specific holding in the article and past performance does not predict future returns, you can see there are a number of companies striving to be listed as "Sustainable" as more and more investors are demanding that their investments are doing Good For People and Planet.
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