Equities

SRI Growth of 38% in 2018!

The 2018 US Sustainable Investment Forum’s (US|SIF) SRI Trends report has arrived and the executive summary can be accessed HERE.. The increase in assets flowing into Socially Responsible Investments continues to grow rapidly! The report shows that from 2016 to 2018 investment assets in the US using SRI strategies grew from 8.7 trillion at the … Read more

Post Election 2017 Outlook

Before providing projections for next year, the LPL Research team takes a look back at this time last year. At that time, the markets were recovering from more than a -10% pullback only to enter a period of steeper declines in January and February of this year. After the markets reached record highs again last … Read more

Opportunities in Socially Responsible Investing

Socially Responsible Investing (SRI) has come a very long way in recent years. If you have ever wondered about the possibility of aligning your personal values with your investments, now is the time to take a serious look at this fast growing segment of the market. Many of you may remember the early years of … Read more

SRI Misconception #1 . . . Poor Returns.

Ask most financial advisors about Socially Responsible Investments and they will likely defer to the standard response, “We can do SRI but you’ll have to sacrifice returns”. I know, because that is what I used to tell clients in my first 10 years in this industry when I was working at larger firms. It’s the message … Read more