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Introduction to Socially Responsible Investing Funds

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Socially responsible investing incorporates values and nonfinancial criteria into the investment process.

What you will learn

  • What Issues Are Most Important to Me?
  • How Does a Fund Screen Its Investments?
  • Is This Fund Involved in Shareholder Activism and Community Investment?
  • Is This a Good Investment, and How Do These Funds Work in My Portfolio?

What do you know?

Introduction to Socially Responsible Investing Funds

No politics. No religion. We’re taught to avoid delicate subjects at the dining room table.

There’s no longer any need to avoid these issues when it comes to investing, though. Now, investors can adhere to their values using socially responsible funds. Very broadly, socially responsible investing (SRI) weaves values-based, nonfinancial criteria into the investment process.

But that definition is pretty broad. The SRI label can apply to various, even complex, investing strategies. However, despite the complexity, there are really just five basic questions you need to answer when looking for an SRI fund.