Sustainable, Responsible and
Impact Investing (SRI)

"It takes a noble person to plant a seed for a tree that will someday give shade to people they may never meet."

` David E. Trueblood



Sustainable, Responsible and Impact Investing (SRI) is an investment strategy which seeks to consider long-term financial returns as well as allowing investors to make a positive impact on social, environmental, and governance practices.

The History of Socially Responsible Investing (SRI)

The History of Socially Responsible Investing (SRI)

Most people live their lives based on a set of values they consider to be important; values that drive the majority of their actions. For clients who wish to incorporate their personal values and societal concerns into their investment philosophy and decisions, we recommend Sustainable, Responsible and Impact Investing (SRI).

SRI investing, known by many names over the years, provides an opportunity to use one's values system as the basis of their investment plan. It is not a new concept and can be dated back to the 1700s, although it gained most of its traction in the 1970s and 1980s with the Dow Chemical protests and Anti-Apartheid movement. There is currently more than $12 Trillion invested in SRI strategies.

Some of the other names that Sustainable, Responsible and Impact Investing has been known as include: 

  • Values-Based investing

  • Ethical investing

  • Green investing

  • Environmental, Social, Governance (ESG) investing

  • Socially Responsible Investing
How a Socially Responsible Portfolio is Created

How a Socially Responsible Portfolio is Created

Developing a sustainable and responsible portfolio considers the environmental and social consequences of investments - both positive and negative - within the context of rigorous financial analysis.

When SRI began, it concentrated on excluding certain companies from a portfolio, which could be any company or sector that conflicts with your values.

Today, SRI focuses on more inclusionary practices, encouraging people to invest in companies that are taking proactive measures to do the right thing. Decisions are often based on choosing personal causes, such as faith-based initiatives, environmental concerns, and social values, as well as addressing beliefs about issues like corporate governance, community development, and shareholder advocacy, to name a few. 

The primary goal of SRI investments is to invest in sustainable companies that conduct their business in a positive and responsible way, while also seeking to provide long-term growth via appreciation and capital gains.

Separating Fact from Fiction

Separating Fact from Fiction

There are many myths surrounding Sustainable and Responsible Investing that often deter people from pursuing this strategy. It is indeed possible to align your investment strategy with your personal values and financial goals, without sacrificing returns and diversification.

A strong advocate of socially-responsible, values-driven investing, Darren Zagarola, CFP®, CPA, PFS has authored many articles and appeared on various TV and radio financial programs about this topic over the last few years. Contact him using the form below to learn how you can make a difference in the world by more conscientiously choosing where and how to invest.

Learn How We Can Help You Achieve Financial Independence

EKS Insights (our blog)

EKS Insights (our blog)

Read our blog - EKS Insights. You'll find articles about SRI, investing, tax planning, financial planning, charitable giving strategies, and more.

Read the EKS Blog
Meet Darren Zagarola, CFP<b>&#174;</b>, CPA, PFS

Meet Darren Zagarola, CFP®, CPA, PFS

Darren is a senior wealth advisor and our resident expert on socially responsible investing. Read more about him, or contact him directly to learn how you can incorporate your values into your investment portfolio.

Meet Darren
Our Approach to Financial Planning

Our Approach to Financial Planning

Comprehensive financial life planning goes far beyond investment management and retirement planning. Our holistic approach begins with understanding your desires, develops a plan to meet your goals, and offers ongoing monitoring to help you live the life you want.

Learn more

Learn How You Can Incorporate Your Values into Your Investment Portfolio. Contact Us Today.

Thank you!