Your Values, Your World, and Your Portfolio

Maintaining a financial and moral investment perspective appeals to both individual and institutional investors, who have been turning to sustainable, responsible, and impact investing (SRI). In fact, SRI assets grew from $3.74 trillion in 2012 to $6.57 trillion or more in 2014, according to The Forum for Sustainable and Responsible Investment. In its broadest sense, SRI refers to an investment discipline that strives for strong financial performance while also seeking to create positive change in the world. Who are the SRI investors and how are they making SRI work for them?