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What is sri?

Updated: 8/16/2019
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15y ago

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SRI or "Socially Responsive Investment" is a means of investing to meet financial goals, but in a way that is consistent with a person's or institution's values or mission in the world. As an industry, now roughly 1 in 9 investment dollars in the United States is invested in an SRI fashion.

See http://www.newground.net/sri.asp for a succinct article from an industry leader that explains the three levels of SRI: (1) screening, (2) community investing, and (3) shareholder engagement.

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SRI is also known (particularly in Europe) as ESG investing -- which describes the approach as placing an emphasis on Environmental, Social and Governance factors.

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SRI is also known as Sustainability Investing.

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