Socially Responsible Investing: A Very Short Introduction

The category of “socially responsible investing” (SRI) has exploded into several distinct areas in recent years. Now a NASDAQ blog by Neuberger Berman, “The Purpose-Driven Portfolio,” lays out a concise primer on the subject. It tracks the SRI concept from its beginnings in the '60s with “negative filters” (avoiding alcohol, tobacco, and/or armaments industries) to 2007, when the Rockefeller Foundation created the phrase “impact investing” for programs that produce financial returns along with social or environmental outcomes. In today's news, it notes the emergence of ESG factors, leadership by Millennials and women, and a positive influence by sustainability factors on bottom line performance. Read the whole post and become an instant SRI expert.

John Howell, Editorial Director

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