Can someone please tell me more about SRI - Sustainable Responsible Impact Investing?

January 26, 2015
Been reading about it on

Advisor answers

SRI is growing in popularity, especially with large institutional investors. According to the most recent report from The Forum for Sustainable and Responsible Investment (, there was a 76% increase in the amount of institutional dollars screened for social metrics. More than one in six dollars under professionally management is now filtered for sustainability. The noted website has a significant amount of information on the topic and has tables showing how various commercially available mutual funds are screened.


The concept of SRI (Socially Responsible Investing) is that you invest in mutual funds that use certain metrics or methodologies that screen out companies that do not share the fund's philosophy. You can also invest in individual stocks that support your philosophy. Many of my clients specifically request these funds and stocks and are fully aware that the returns may not be as good as a mutual fund that do not use such screens. Traditionally, this has been the case. But with heightened interest from Millennials abou...