You don’t have to compromise your morals or values in your daily life, and you don’t have to compromise them in your investments either. Socially responsible investing is about creating positive impact while pursuing long-term financial returns.
The ultimate goal of investing is to make money to support your financial future. However, many investors, particularly those in younger generations, are increasingly interested in investing for impact.
In other words, these investors believe it’s no longer enough to make money, they also want to support companies and causes that share similar beliefs and make a positive impact on issues that matter.
The goal of a socially responsible (or values-based) approach is to make both a profit and a difference. There are three main types of values-based investing:
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Impact investments are designed to have positive, measurable social and environmental impacts.
Environmental, social and governance factor (ESG) investments strive to make a positive impact
Socially responsible investing (SRI) incorporates a wide range of values-based investing
Ross will work with you to determine exactly what type of values-based investor you are and identify investment strategies that help you feel good about where you put your money.