Socially Sustainable Investing

What Is “Socially Sustainable Investing?”

The definition of socially responsible investing has evolved, and may be referred to by different names, such as “sustainable and responsible investing” or “values-based investing.”

Whatever term is used, the investment discipline is usually characterized by a set of principles that govern how investments are selected.

Socially Conscious investing is for clients seeking to grow their portfolio by investing in socially responsible securities.

• Are you concerned about the companies you’re investing in?
• Are you uncomfortable investing in companies associated with activities that you consider unethical?

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important.