What is Socially Responsible Investing?

You really can create wealth and still satisfy your soul. It’s all about ethics and accountability, and putting your money where your values are. When you choose socially responsible investing, you are making a statement about who you are and what you stand for. You are telling the corporate world that the planet and all living things matter. That truth, justice, and human rights matter.

Socially responsible investing (SRI) is also known as ethical investing or social impact investing.

It brings social and environmental criteria into the decision-making process of investing. These days, whether it’s large institutions or individuals, people are looking for corporate responsibility, social change, and environmental sustainability. SRI empowers individual investors to make a difference by basing their investment decisions on how and where companies operate. Socially responsible investments are screened to ensure that companies have clean environmental, social, and health records. SRI also promotes shareholder activism, whereby mutual funds holding shares take an active role in influencing how companies operate.

What’s next?

... read more about our confidential five-step process

... work out your ethical/sustainability investment profile

Know What You Own® Want to know what’s in your mutual fund? Check out this great link to learn the real story on your mutual fund investment.

Stephen Whipp and Berkshire Securities Inc. (Berkshire) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Stephen Whipp or Berkshire. The information in this communication is subject to change without notice.