While-You-Wait Investing: Socially Responsible Investing (Video)

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Change is in the air — you can almost feel it around you. Whether it’s the increasing awareness of the environment, disparities in the workplace, or other social issues, there seems to be a growing sense of urgency to do better by the environment and by our fellow human beings.

More and more, investors are building portfolios that reflect their personal values through socially responsible investing (SRI). In a poll updated by Morgan Stanley last year, 52% of respondents said they were “somewhat interested” in sustainable investing, with approximately 23% stating they were “very interested.”

So what exactly is SRI? How will it impact your portfolio? What does it all mean? Watch our video to learn more.

What Do You Think?

We’d love to hear what you think: would you consider a socially responsible approach to your investment portfolio? Leave a comment below!

If you’re still not sure, take a look at Personal Capital’s socially responsible plan for Personal Strategy®.

Learn More About Personal Capital’s Approach


The While-You-Wait video series goes over important financial topics when life puts us on hold.
Reheating your lunch? That’s the perfect time to watch. Leave a comment on what topics you’d like to see us cover next.

Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Any reference to the advisory services refers to Personal Capital Advisors Corporation. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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One Response

  1. Kevin

    I hired Personal Capital (“PC”) to help me with investments…not to be my conscience. While I agree with some of the filtering (AKA “discrimination”) that PC directly or indirectly does, others would certainly disagree with my choices in that regard and I would undoubtedly disagree with the choices of many others. Thus, I’d be happy if PC just made me (and others, actually) the most amount of money as legally possible with the funds I and others have entrusted them with. I and others can make our own choices as to what to do with those funds in terms of the causes and organizations that we support/oppose. Speaking for myself, I want and fully accept the responsibility of being ethical with my resources. I don’t want others to act for me in this regard.

    Reply

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