Socially Responsible Investing

Would you like your investments to reflect your belief about the importance of contributing to social good and environmental protection? Thankfully, that’s what socially responsible investing (SRI) is all about.

SRI has become increasingly popular over the recent years, and you may see it referred to as environmental, social and governance (ESG) investing, values-based investing, ethical investing, or sustainable investing. The financial industry has introduced literally hundreds of these SRI mutual funds and ETFs. These SRI funds invest in companies with a proven commitment to:

  • Protecting the environment
  • Treating employees fairly
  • Demonstrating corporate accountability

Sector-screening funds don’t invest in certain industries like fossil fuels, tobacco, alcohol and gambling. And impact investing funds allow investors to focus their money on certain sectors, like renewable energy and biotech.

Deciding which SRI fund makes sense can be overwhelming, especially when you try to factor in the potential impact of SRI on your investment returns and still achieve a diversified portfolio. This is where an objective, experienced financial advisor can help.

Find Your Advisor Matches

Key socially responsible investing questions a financial advisor can answer

  • How can I exclude companies in sectors I oppose from my portfolio?
  • Is it better to invest in individual companies that reflect my values instead of an SRI fund or ETF?
  • How do I find an ESG fund that aligns with my ethical investing values?
  • What are the risks of choosing SRI funds?
  • Do SRI funds have higher fees than normal funds?
SRI Challenges

How a financial advisor in the Wealthramp network can address your socially responsible investing challenges

Serving as your trusted advocate, your financial advisor in the Wealthramp network works directly for you. They’ll assess the potential impact of adopting a socially responsible investing strategy on your long-term investment returns.

If you then transition to an SRI portfolio, your financial advisor can:

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Show you how excluding certain “sin sectors” like fossil fuels and tobacco could affect your returns

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Liquidate holdings in stocks and funds you no longer want to invest in, and re-invest the proceeds to build your SRI portfolio

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Create a diversified portfolio of low-cost ESG, impact investing or other SRI funds and individual stocks that reflect a wide range of industries aligned to your values—and risk tolerance

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Manage and rebalance your SRI portfolio on an ongoing basis

Work with a professional to build a socially responsible investment portfolio

We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp

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The biggest socially responsible investing mistakes investors make

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Failing to evaluate the potential impact of socially responsible investing on your investment returns

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Investing in ESG funds without fully researching the evaluation criteria

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Choosing more expensive, actively managed SRI funds when lower-cost index fund and ETF alternatives are available

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Having too many SRI assets concentrated in certain sectors like technology and renewable energy

Work with an expert to avoid these socially responsible investing mistakes

We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.

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