A Practical Guide for the Socially Responsible Investor
The past five years have seen socially responsible investing (SRI) mature from a niche endeavor to a common portfolio-building practice for investors of all experience levels. In this whitepaper, we’ll cover SRI’s past, present, and future to provide potential investors a clear picture of how to make their socially conscious investments count.
What You’ll Take Away
- The circumstances that led to surging interest in SRI.
- The obstacles facing socially responsible investors — and how to confront them.
- The steps needed to build a sustainable and reasonable SRI strategy.
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This should not be considered a solicitation or offering of any investment products, funds or services to ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.
This article is prepared by Pekin Hardy Strauss, Inc. (“Pekin Hardy”, dba Pekin Hardy Strauss Wealth Management) for informational purposes only and is not intended as an offer or solicitation for business. The views expressed are those of the author(s) as of the date of publication of this report and are subject to change at any time due to changes in the market or economic conditions. Pekin Hardy cannot assure that the strategies discussed herein will outperform any other investment strategy in the future. Past performance is no guarantee of future results. Because the application of Socially Responsible Investing (SRI) eliminates certain securities as investments, it may cause performance to behave either positively or negatively compared to strategies that do not screen for SRI criteria.