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Is Socially Responsible Investing Right for You?

You want to invest, but you also want to make a positive impact while doing it. It’s possible to do both: you don’t have to compromise your values in order to make money. That’s the idea behind Socially Responsible Investing. How do you know if socially responsible investing is right for you? 

Top Categories for Socially Responsible Investing

According to The Forum for Sustainable and Responsible Investment, nearly $12 trillion of all professionally managed assets used SRI strategies in 2018, a 38% increase from 2016.

For money managers, top categories for socially responsible investments included:

  • Climate Change/Carbon
  • Tobacco
  • Conflict Risk
  • Human Rights
  • Transparency and/or Anti-Corruption

Why Responsibly Invest? 

Socially responsible investing allows you to “walk the walk” - essentially, you’re putting your money where your mouth is. If you care about the environment, climate change, and make it a point to celebrate Earth Day every year, for example, but you happen to invest in a company that doesn’t share your views, it might be difficult to practice what you preach because of where your money is going. If the social issues you care about align with your investments, it makes you feel that much better.

You can also reward ethically responsible companies of your choosing, while sending a message to others to be better by investing (or not investing) in them financially. Let those companies know that they have a duty for corporate responsibility and put your dollars toward investments that result in lasting social good.

Invest Responsibly with Chatterton & Associates

If you want to start making an impact in the world and taking on issues that matter to you, then socially responsible investments may be a good option for you. Talk to a Chatterton & Associates Certified Financial Planner and schedule a complimentary proactive financial review today. 


The Team at Chatterton & Associates

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