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April 21, 2021
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:
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.
Please read important disclosures here.
Steve is a Partner and Market Leader for the Florida Region and has over twenty years of experience in the financial services industry. He is...
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