It’s easy to wonder if Socially Responsible Investing (SRI) will give a good return. These days, a great deal of research may tell a different story. Even though past performance doesn’t guarantee future results, studies have shown that companies with higher environmental, social, and governance scores have the potential to outperform comparable firms in both accounting and stock market terms.
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But how do you decide which companies deserve your investment? An excellent place to start is right here, with me. I can help you narrow down your investment ideas until they meet certain criteria, allowing you to completely avoid particular industries that may not align with your values.
Send a Message with Your Wallet
How you decide to invest your money can be a significant statement of your beliefs and principles when adopting an SRI strategy. For example, if someone is strongly opposed to gambling, they could choose not to invest in any company that contributes to that industry. On the flip side, if someone firmly believes in eco-friendly alternative energy sources, they could choose to invest in wind farms as a way to show their support. With SRIs, it’s about combining your personal code with your investment strategy.
Schedule a complimentary review with O’Donnell Financial Group to discuss how crafting a portfolio that fits your beliefs may work for you.
Footnotes, disclosures, and sources:
All investing involves risk including loss of principal. No strategy assures success or protects against loss. The return on socially responsible investing may be lower than if decisions are made based solely on investment considerations. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2020 FMG Suite.
 Morningstar, 2018