Lastyear, the US SIF Foundation's report on US Sustainable, Responsibleand Impact Investing Trends indicated 26 percent of all investmentswere placed in SRI funds. (Photo: Shutterstock)
You've probably heard of “socially responsible investing” (SRI) based on“environmental, social or corporate governance” (ESG) criteria. Ifyou're experienced, you might wonder, “What brought this on?”
Those who remember the anti-Apartheid “South Africa Free”portfolio advocates of the 1980s probably also remember howresearch showed those portfolios underperformed regular portfolios. They learned“socially responsible” investing wasn't quite “responsible,”especially if you held a fiduciary position.
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