Research Uncovers Misconceptions, Confusion about Socially Responsible Investing

O'Brien, Amy Musak
May 2007
Journal of Financial Planning;May2007 Supplement, Vol. 20, p13
Academic Journal
The article discusses socially responsible investing (SRI). According to the author, SRI promotes socially and environmentally responsible business practices by screening portfolios, community investing and engaging in shareholder advocacy. The author notes that portfolio screening excludes stocks from a client's portfolio based on the products and services offered by a company, as well as their environmental stewardship and human rights record. Also noted is the fact that shareholder advocacy includes practices such as proxy voting, corporate engagement and divestment.


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