Socially Responsible Investing

Socially Responsible Investing

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Socially Responsible Investing

Socially Responsible Investing definition:  Socially responsible investing (SRI) is an investment style identifying or excluding opportunities by certain criteria. The definition of “socially responsible” is debatable among various investors. Companies may be excluded based on involvement with tobacco, alcohol, gambling, weapons, animal testing, or environmental impact.  Companies may be selected based on positive efforts in renewable or energy, worker welfare, human rights, or community investment donations.

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