Socially Responsible Investment Advisory Services

Socially Responsible Investment Definition

Socially responsible investing, also known as sustainable, socially-conscious, or ethical investing, describes an investment strategy which seeks to maximize both financial return and social good. Socially responsible investing takes into account social responsibility and environmental sustainability criteria alongside conventional financial criteria.
Cowton stated that: "Ethical investment may be defined as the exercise of ethical and social criteria in the selection and management of investment portfolios, generally consisting of company shares (stocks). This contrasts with standard depictions of investment decision-making in finance textbooks, which concentrate solely on financial return in the form of dividends and capital gains, and risk..." (Cowton 1994:215).

What Does Socially Responsible Investment - SRI Mean?

An investment that is considered socially responsible because of the nature of the business the company conducts. Common themes for socially responsible investments include avoiding investment in companies that produce or sell addictive substances (like alcohol, gambling and tobacco) and seeking out companies engaged in environmental sustainability and alternative energy/clean technology efforts. Socially responsible investments can be made in individual companies or through a socially conscious mutual fund or exchange-traded fund (ETF). 
Though some mutual funds tout themselves as socially responsible, it is generally recommended that social investors look for third-party verified SRI funds to ensure that the social claims are true and accurate. Lists like Global100, Social Funds, The FTSE4Good Index Series, and those maintained by the Social Investment Forum provide a start for socially responsible investors. Today socially responsible investing is more sophisticated, allowing investors to not only avoid certain stock, but to actively seek stocks that meet their criteria of socially responsible investing. Over the years socially responsible investing has evolved into two major philosophies. Conservative socially responsible investing may seek to primarily to invest in stocks which support a specific religious view, while more liberal socially responsible investing managers seek stocks that support the environment, worker's rights, or other social issues. Virtually all socially responsible investing funds avoid alcohol and tobacco stocks. As of 2005, socially responsible investing funds controlled $2.3 trillion investment dollars.

How to Plan Socially Responsible Investment

If you are a responsible company or Fund or Planning your portfolio/fund/ new venture which you want to be socially responsible then we can help you. We can help you to develop a business plan and portfolio which is based on socially responsible investment. We can scan the companies, technologies and funds which are continuously following best practices of social responsibility.
For your new project or venture we can find out best technology and strategy based on socially responsible criteria.

Impact Assessment of Socially Responsible Investment

It is equally important to define key performance indicators for your investment. How your investment and projects and companies you are working with are performing socially.  We can do Impact assessment for socially responsible investment based on predefined criteria.