Your Money. Your Values.
SRI Investing helps progressively-minded people and organizations prosper and invest in ways that contribute to a more peaceful, just and sustainable world.
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How to Vet ESG Fixed-Income Funds Beyond the Green Label
How to Vet ESG Fixed-Income Funds Beyond the Green Label A bond fund may have “ESG,” “sustainable” or “green” in its name while taking very different financial risks from another fund with similar language. It may also measure social and environmental outcomes in a different way. When we examine ESG fixed income funds for individuals…
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What the MSCI KLD 400 Social Index Screens Out and Still Owns
What the MSCI KLD 400 Social Index Screens Out and Still Owns An investor might request a socially responsible U.S. stock index and assume the label settles which companies qualify. We take a closer look. The MSCI KLD 400 Social Index applies defined environmental, social and governance criteria to U.S. equities, but no benchmark can…
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How to Evaluate Invesco Solar ETF (TAN) for a Values-Based Portfolio
How to Evaluate Invesco Solar ETF (TAN) for a Values-Based Portfolio A solar investment can appeal to someone who wants cleaner energy in the economy. Yet a solar stock fund may bring concentrated financial risk and questions about the businesses it owns. When we evaluate Invesco Solar ETF (TAN), we start with two separate tests:…
Why SRI?
Would you like your wealth to grow and make a positive social and environmental contribution at the same time?