SRI

You might be surprised where $1 in $5 is invested!

Demand from investors is driving significant growth in sustainable, responsible and impact (SRI) investments. More than one in every five dollars of professionally managed assets in the US incorporates environmental, social and governance (ESG) factors. A recent article from CEO Lisa Woll of the US SIF (The Forum for Sustainable and Responsible Investment) highlights this … Read more

Investing for Impact, Portland

I had the opportunity last week to make the beautiful drive over to Portland to take part in an annual Socially Responsible Investment event. This has always proved to be motivating and full of great information about the latest SRI trends and insight. Here are a few facts and figures from the event highlighting SRI … Read more

Lessons from MLK and the Influence of our Dollars

(I am proud to introduce my 23 year old son Caleb as the guest blogger of this post! I love his reflections on how the methods of Dr. Martin Luther King Jr. during the Civil Rights Movement can be applied to responsible investment issues.) There isn’t a day that passes without hearing of something wrong … Read more

More SRI Growth potential!

It seems that each month brings more news of momentum in the Socially Responsible Investment (SRI) realm! On October 27th the US Department of Labor issued an “Interpretive Bulletin” which could open the door for substantial increases in the use of Socially Responsible Investments in pensions. This is significant because these plans, governed by the Employee … Read more

Philanthropic Foundations doing more harm than good?

I know, this sounds like a silly question. Does anyone really think that organizations which are giving billions of dollars for good causes are actually causing any harm? Before answering, it is important to understand how private foundations usually operate. To avoid an IRS penalty, these foundations are required to annually distribute 5 percent of … Read more

Battery Powered Future

Our parent firm, LPL Financial, is not necessarily known for promoting Socially Responsible Investments. But a recent article produced by their research team serves to highlight the true opportunity that SRI presents. In the same week Credit Suisse released a similar article regarding alternative energy. We are increasingly seeing investors and investment firms recognizing that … Read more