A snapshot of sustainable, responsible, and impact investing:

  • Maintaining a financial and moral investment perspective appeals to both individual and institutional investors.
  • SRI has evolved from passive elimination to include actively seeking to invest in companies that incorporate environmental, social, and governance criteria in their decision-making.
  • Exercising shareholder voting influence and investing in underserved communities are also ways to make positive change.

In its broadest sense, sustainable, responsible, and impact investing (SRI) refers to an investment discipline that strives for strong financial performance while also seeking to create positive change in the world.

Since the concept of SRI first became popular in the 1960s, it’s also been referred to in a variety of ways. But whether it’s “socially conscious,” “green,” “values-based”—or today’s more common monikers, “sustainable,” “socially responsible,” or “impact investing”—the concept is essentially the same.

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