Socially Responsible Investment: What is it?

Socially Responsible Investment (SRI) aims to ensure that you as the investor can support companies that adhere to policies that meet your ethical views. You might also see references to “ethical”, “green”, “sustainable” or “ESG” (Environmental, Social and Governance). These all come under the broader umbrella of Socially Responsible Investing.

Funds that offer SRI have strategies that will filter their holdings according to criteria that match the agreed objectives. Screening can be ‘negative’ in which a particular company’s shares will not be held, for example, an armaments business, or ‘positive’ where shares will be held due to their social impact.

What are the screening categories?

The most common screening criteria used include:

• Human rights
• Health
• Urban regeneration
• Labour relations
• Environmental issues
• Education
• Business ethics
• Community relations
• Armaments

Furthermore, most large fund management houses offer SRI funds and there are other specialist managers that focus on this type of investment. Also, as a firm, we can recommend the funds that meet your ethical views.

How Anstee & Co can help you with a Socially Responsible Investment

There is no doubt that ethical investing is getting more and more popular. As a firm of Independent Financial Advisers (IFA’s), we offer unbiased advice from the “whole of market”. To find out how we can help you with your investment, why not arrange a meeting. The initial consultation is free and without obligation. At this initial “getting to know you “meeting, we will start to build up an understanding of what you are looking to achieve and your views on Socially Responsible Investing

Our Head Office is located at:

Kettering, Northamptonshire

Also, our advisers live and make use of meeting rooms in:

Bedford, Bedfordshire

Market Harborough, Leicestershire

Northampton, Wellingborough and Thrapston all in Northamptonshire.

We also make use of video conferencing such as –

• Zoom
• Microsoft Teams
• Facetime
• Skype

The choice is yours.

If you have any thoughts or comments about this article, “Socially Responsible Investment: What is it?”, then please let us know.

Finally, the information contained in this article is for information purposes only and does not constitute advice. No action should be taken on this information alone.