Socially responsible investing means clearing a few hurdles

A growing number of investors want their investments to align with their beliefs, but making that happen isn’t always as easy as they might hope.

Whether you call it socially responsible investing (SRI), impact investing, values investing, or environmental, social and corporate governance (ESG), it’s all about investing in companies that embrace causes you support, or avoiding companies that profit from practices you don’t like.

Asset managers and institutions invested $8.72 trillion based on SRI principles in 2016, up 33% from 2014, according to the US SIF Foundation, the nonprofit arm of the Forum for Sustainable and Responsible Investment, an industry group that advocates for sustainable investing.