Logo for Woven Prosperity

What is SRI?

Are you concerned about how your investment choices impact the world? If so, you may be interested in having SRI woven into your investment strategy.

Socially Responsible Investing (SRI) is an investment discipline that emphasizes the social and environmental issues that are important to you, while maintaining a long-term growth and/or capital preservation strategy. Primary methods, among others, are to cultivate, exclude, and petition companies based on an evaluation of their policies, practices, and impacts.

Common areas of concern are, among others:

SRI has many names, including ESG (environmental social governance), sustainable and responsible investing, values-driven or values-based investing, green investing, and impact investing (a form of SRI), and they all describe a growing movement that has brought tremendous change to the world, and will continue to do so.

Why choose SRI?

Some clients of Woven Prosperity® prefer SRI and some do not. The decision is a personal one.

Those who have chosen it have expressed the following reasons and benefits:

SRI as a growing movement

According to the 2018 and 2020 "Reports on U.S. Sustainable and Impact Investing Trends" by the US SIF Foundation:

As examples of significant SRI-related developments:

* "Sustainable Investing: Establishing Long-Term Value and Performance", DB Climate Change Advisors, 2012
* "Shedding Light on Responsible Investment: Approaches, returns and impacts", Mercer, 2009
* "It's plain for all to see, ESG research works", Financial Times, 2012

If you are interested in SRI

Woven Prosperity® specializes in building custom SRI portfolios for clients who request it. If you would like to learn more, Woven Prosperity® offers a free initial consultation to discuss SRI and whether it is a fit for you.