The goal of Socially Responsible Investing (SRI) is a healthy, socially just, environmentally sustainable society. I have rarely seen fewer words with such depth and power.
Each time I attend this conference I come away with a head full of new ideas and a heart filled with stories of profound societal changes made by inventive and creative social entrepreneurs. This is the place where the idea of choosing between doing good and making money is seen as foreign. In the SRI world there is no choice. The possibility and the reality is to do good AND make money.
No longer a new paradigm, but certainly one that has plenty of room to grow. Based on the last SRI trends report, http://www.socialinvest.org/resources/research/ About 1 in 9 dollars invested in the US uses one of the three tools of SRI.
Those three tools are:
- Screening – excluding or including assets based on social screens such as environmental, social justice or values.
- Shareholder Advocacy – speaking directly to companies where change is desired and/or filing shareholder resolutions requesting change.
- Community Investing – directing capital to underserved populations in the US and globally for the purpose of providing opportunity where none currently exists
Learn more about SRI at www.socialinvest.org
If you want to go quickly, go alone.
If you want to go far, go together
African Proverb
May prosperity be yours,
Mackey McNeill, CPA/PFS, IAR
President and CEO
Mackey Advisors
www.CultivatingProsperity.com
859-331-7755
Mackey@CultivatingProsperity.com
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