Key Takeaways & Insights

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Whether it’s corporate accountability, social justice, or climate change, a growing number of investors are seeking ways to align their values with their investments. In this report, Socially Responsible Investing, we not only explore the current state of socially responsible investing (SRI) across individuals and family offices, institutional retirement plans, and nonprofit organizations, but we also lay out specific action items to start you down the path.

• The “performance gap” that plagued SRI for decades no longer exists; modern sustainable investment returns are comparable to if not better than ex-sustainable returns.
• Determine the right approach to your situation since there are many different investment strategies that fall under the SRI umbrella..
• Seek objective investment advice from a financial professional who can help you create and execute on your SRI strategy.