Last year, the US SIF Foundation's report on US Sustainable, Responsible and Impact Investing Trends indicated 26 percent of all investments were placed in SRI funds. (Photo: Shutterstock)
You've probably heard of “socially responsible investing” (SRI) based on “environmental, social or corporate governance” (ESG) criteria. If you're experienced, you might wonder, “What brought this on?”
Those who remember the anti-Apartheid “South Africa Free” portfolio advocates of the 1980s probably also remember how research showed those portfolios underperformed regular portfolios. They learned “socially responsible” investing wasn't quite “responsible,” especially if you held a fiduciary position.
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