Sustainable Investing – How to Get Started (video)

September 14, 2016

If you’re interested in having your investments reflect your values, where do you start?

FundX President Janet Brown has been managing sustainable portfolios for decades now, and she explains how sustainable funds can help you make money and make a difference.

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Summary:

If you want to invest in a way that makes money and makes a difference, sustainable funds are the best place to start, and here’s why:

1. Sustainable funds do in-depth research on a company’s environmental, social and corporate governance practices

Most of us have neither the time nor expertise to truly evaluate a company’s behavior on environmental, social and corporate governance issues. But today there’s a growing number of funds doing this important work.

2. Sustainable funds address a wide range of issues

Sustainable or impact funds let you own a portfolio of progressive companies in one fund purchase, and these funds are working to make a difference on many important issues, including pollution, diversity and equality.

3. Sustainable funds have a long history of success

Sustainable responsible impact (SRI) funds aren’t a new trend. They’ve been around for decades (the first fund began in the 1970s). There are now hundreds of funds to choose from and SRI funds cover nearly every area of the market and the globe.

Full transcript:

I’d like to make sure you’re aware of the rapidly growing area of impact investing.  

Many investors I speak with these days aren’t only focused on numeric returns.  They also want to invest in a way that has a positive impact — that is to improve our world by directing the flow of capital to investments that create benefit.

A  Morgan Stanley report found that 71% of investors are interested in what’s now called sustainable investing.  And this interest is being met with more and better fund offerings.

So, if you’re interested in having your investments reflect your values, where do you start?

We’ve always been fund investors because we understand the value of professional management.  We value diversity and the efficiencies that noload funds and ETFs provide.  We access the talents of the best managers and research teams around the world. Most of us individually have neither the time nor expertise to truly evaluate a company’s behavior on these environmental, social and corporate governance issues.

But today there’s a growing number of funds doing this important work. Sustainable or impact funds let us own a portfolio of progressive companies in one fund purchase. These funds are run by experienced portfolio managers, with dedicated research teams that analyze a company’s environmental record or social policies, for instance, are they treating their workers fairly?  There are now funds addressing a wide range of issues, from pollution to diversity and equality.

SRI funds have been around for decades. The first started back in 70s and were primarily large-cap U.S. growth portfolios. Now there are hundreds to choose from, including value funds, small- and mid-caps, both foreign and global funds. Some funds invest in a single sector such as clean energy. Others diversify across many different sectors.

When I tell my long-term clients about the many new choices in Sustainable, Responsible investing – and that their performance no longer has to suffer, most say, why not?

If you’d like to learn about investing in top SRI funds, give us a call.

We’re committed to delivering superior, values-aligned returns to give clients the opportunity to invest today for a better tomorrow.

Thanks for watching.

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Dave Holdefer September 16, 2016 at 5:40 am

https://en.wikipedia.org/wiki/Socially_responsible_investing

Here is a very long list of SRI funds available…

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