Financial Professionals Dig Deeper into SRI

As socially responsible investing grows in popularity, experienced investors are looking deep into the details of investing in values without sacrificing performance. A recent article on Seeking Alpha by TDP Research outlines an investment professional’s experience with SRI, including a description of some very detailed criteria. One tip: this advisor focuses on stocks included in a handful of exchange traded funds, including the MSCI KLD 400 Social ETF. This Index comprises “companies with outstanding ESG ratings and excludes products with negative social or environmental impacts.” Who’s on top of this list? The likes of Microsoft, Alphabet (Google), Procter & Gamble, Verizon, Merck, Coca-Cola, Intel, Walt Disney, and IBM. Big companies—and big on ESG factors that add value by committing to values.

John Howell, Editorial Director