Build A Socially Responsible Investment Portfolio

Our values impact the ways in which we shop, socialize, and even invest. When it comes to investments, more and more people are wanting to invest in companies with whom they share values. Today we will discuss one of the more simple approaches, Socially Responsible Investing (SRI).

Socially responsible investing is an investing strategy that intends to create social change while generating a financial return.


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This material was prepared by Oechsli Institute, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.