Socially Responsible Investing

People are using their voices – and their investments – to advocate for change.

Heightened social awareness. Demand for greater corporate accountability. Increasing climate change awareness. This, combined with powerful advanced screening tools and resources, is fueling explosive growth in SRI. And it’s not just younger investors leading the charge. Individuals, family offices, retirement plan participants and nonprofit boards are all seeking ways to make an impact with their investment dollars.

The question is how? How do you blend the desire to both accomplish your financial goals and create the changes you want to see in the world?

As with most financial decisions, there is no cookie-cutter answer. It depends on your unique circumstances. This paper explores how you can incorporate SRI into your personal investment strategy or retirement plan investment lineup to drive better outcomes. Specifically, we cover:

Overview of Socially Responsible Investing (SRI)

1. The Universe of SRI
2. Debunking the Performance Myth
3. Screening Potential Investments
4. Six Principles for Responsible Investment
5. Measuring Impact

SRI Considerations for Individual Investors and Family Offices

1. What’s Your Vision?
2. How Much Do You Want to Allocate to SRI?
3. What are the Investment Ground Rules?
4. How Will You Execute Your Investment Strategy?
5. How Often Will You Review Investments?

The Role of SRI in Defined Contribution Investment Lineups

1. Flip-Flopping Department of Labor Guidance
2. No Reason to Wait
3. Building Good Will

SRI and Your Nonprofit’s Mission

1. Pairing Your Mission and Investments
2. Executing Your Investment Strategy
3. Advocating Change Through SRI

Cerity Partners’ Approach to SRI

1. Impactful Investing for Your Future and for Society

More than ever, you can do well and do good at the same time. To understand how, review the action items in our full guide, or contact a Cerity Partners advisor to discuss your personal situation.