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Building 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. In this video we will discuss one of the more simple approaches: Socially Responsible Investing (or SRI).


What is SRI (or Socially Responsible Investing)?

Socially responsible investing is an investing strategy that intends to create social change while generating a financial return. Some early SRI considerations were things like alcohol, tobacco, weapons, or gambling. Investors currently factor in things like fossil fuel producers, human rights, social justice, and the environment, to name a few.

How to get started:

Understanding what is important to you and what you value most is the foundation of creating a socially responsible portfolio. As an exercise, take a pen and paper and write three values that you would measure your investments against. Then, communicate with your financial advisor. They can help you with your due diligence before making important investment decisions.

SRI spans a growing range of products and asset classes, embracing not only stocks, but also cash, fixed income and alternative investments. Sustainable investors, like conventional investors, seek a competitive financial return on their investments.

Your values matter and factoring in the implications of these on your investments is something we strive to do for our clients. If you are looking for a guide to assist you through your journey, give us a call at 602-343-9301 or click here to schedule a 30-minute phone call with an advisor. We would love to further the conversation.


Content is provided for information purposes only, and is not intended to serve as the basis for financial decisions. Investing involves risk, including the potential loss of principal. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.