"Go confidently in the direction of your dreams! Live the life you've imagined." ~ Henry David Thoreau

Betty-Anne Howard
M.S.W., B.A. (Hon.), CFP, CLU, CHS

Making Dreams A Reality
What is Socially Responsible Investing (SRI’s)?

Let’s start from the top with:

The UN Principles for Responsible Investing – E S G.

Environment

Social Responsibility

Corporate Governance

These principles form the basis for Socially Responsible/Sustainable Investing.

In general, what this means is that the Managers who are investing your money in SRI’s are being mindful of how these investments impact; the environment & society. In addition, how the company is managed, including how much the CEO gets paid, is based on how successful they have been in integrating these factors into their business practices & the companies they are running.

When you invest in SRI’s, what you are saying is this; it does matter to you how you make your money & you want your investment dollars to go towards the companies that are making a difference in the world, with their focus on protecting the environment & ensuring that the company is also being socially responsible.

A final word, it is a myth that you can’t make money when you invest in SRI’s. The reality is you can make as much if not more money than if you invest in non SRI’s.

So, if you want to align your personal & professional values with your investments, consider investing in SRI’s.

For more information contact us today.