Socially Responsible Investing

We are happy and excited to assist in aligning your investment needs with your personal values and societal concerns. As an investment adviser representative of Commonwealth Financial Network®, we offer a full range of socially responsible investing services, including the management of socially responsible portfolios for individuals, nonprofit organizations, foundations, and endowments.

What Is Socially Responsible Investing?
Socially responsible investing (SRI) is a broad-based approach to investing.

  • SRI assets have expanded to $8.72 trillion in the United States, up 33% from $6.57 trillion in 2014.
  • Much of this growth is driven by asset managers who now consider environmental, social, or corporate governance (ESG) criteria across $8.10 trillion in assets, up 69% from $4.8 trillion in 2014.
  • The top two issues considered both by these money managers and by their institutional investor clients is conflict risk and climate change.

From 2014 through the first half of 2016, 176 institutional investors and 49 investment managers controlling $2.56 trillion in assets filed or co-filed shareholder resolutions on ESG issues

SRI recognizes that corporate responsibility and societal concerns are valid parts of investment decisions. SRI considers both the investor's financial needs and an investment’s impact on society. Socially responsible investors encourage corporations to improve their practices on environmental, social, and governance issues. You may also hear SRI-like approaches to investing referred to as mission investing, responsible investing, double- or triple-bottom-line investing, ethical investing, sustainable investing, or green investing.

As a result of its investing strategies, SRI also works to enhance the bottom lines of the companies in question and, in so doing, delivers more long-term wealth to shareholders. In addition, socially responsible investors seek to build wealth in underserved communities worldwide. With SRI, investors can put their money to work to build a more sustainable world while earning competitive returns both today and over time.

Socially responsible investors include individuals and also institutions, such as corporations, universities, hospitals, foundations, insurance companies, public and private pension funds, nonprofit organizations, and religious institutions. Institutional investors represent the largest and fastest growing segment of the SRI world*.

Useful Links
Social Funds
US SIF – The Forum for Sustainable and Responsible Investment
Co-Op America
Gen Green Life

Please note: The information is provided to you as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 

*2012 Report on Sustainable and Responsible Investing Trends in the United States,

Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment’s socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.