Harvard Business School Student Aims to Create 'the Fidelity of Socially Responsible Investing'


From http://bostinno.streetwise.co 07/15/14 @9:24am

by Lauren Landry- Associate Editor

Zach Lupei is not comfortable with firearms, and has never owned a gun. Where he grew up in Illinois, handguns had historically been illegal. Why, then, would he want to invest in a gun company?

The Harvard Business School student didn’t, but inadvertently might have via one of the mutual funds he was invested in. And Lupei’s financial advisor said there would have been nothing he could do about it.

Millennials around Lupei are similarly trying to navigate the wild world of investing and open their first accounts. “The jargon and opaqueness of many investing options make the process overwhelming,” Lupie acknowledged. “Encouraging financial literacy and explaining investment decisions is not really the responsibility of mutual fund managers or brokers, but it is the responsibility of financial advisors.”

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