What is SRI? 

Social Responsible Investing (SRI) is the integration of environmental, social and governance (ESG) factors into the selection and management of investments.  There is growing evidence that SRI reduces risk and leads to superior long-term financial returns.  There is a growing consensus among investors that accurate valuations and proper risk management require greater disclosure and consideration of ESG issues (e.g. climate change, human rights labour relations, consumer protection, health and safety and aboriginal relations).

Negative or Positive screening is used on companies to determine if they are socially responsible.  Negative screening includes exclusions of weapons contracting, alcohol and tobacco production, pornography and gambling.  Positive screening helps to select industry leaders in international labour standards, environmental impact, gender and cultural equality, and animal welfare.  Using the ESG framework, environmental issues mitigate or enhance impacts on the environment, such as forest companies replanting trees.  Social issues relate to fair treatment and responsible management of employees and customers, and also charitable work directly through their employees.  Good governance shows high standards of business integrity, such as more women on the board of directors, and/or say on pay. 

Investing in a socially responsible manner lets you align your investments with your values, meaning you can make money and make a difference at the same time.

Please contact me at 204-925-2252, and I will be able to help you learn more about this great generational opportunity.