Socially Responsible Investing

SRI approaches and processes
SRI's competitiveness
Our SRI record

Screening - the practice of evaluating investment portfolios or mutual funds based on social, environmental and good corporate governance criteria.

Screening may involve including strong corporate social responsibility (CSR) performers, avoiding poor performers, or otherwise incorporating CSR factors into the process of investment analysis and management.

Generally, social investors seek to own profitable companies that make positive contributions to society. "Buy" lists may include enterprises with, for example, good employer-employee relations, strong environmental practices, products that are safe and useful, and operations that respect human rights around the world.

Social Advocacy -frequently involves filing, and co-filing shareholder resolutions. Again, the intention is to improve company policies and practices, encouraging management to exercise good corporate citizenship and promoting long-term shareholder value and financial performance.

Community investing - directs capital from investors and lenders to communities that are underserved by traditional financial services institutions.

Community investing makes it possible for local organizations to provide financial services to low-income individuals and to supply capital for small businesses and vital community services, such as affordable housing, child care, and healthcare.

Source: USSIF

Socially Responsible Investing

SRI approaches and processes SRI's competitiveness Our SRI record

SRI approaches and processes
SRI's competitiveness
Our SRI record