5 Things to Know about Socially Responsible Investing

Socially responsible, or impact, investing can be described as much as an investing strategy as a movement.  It offers an amazing opportunity for investors to encourage social values and social change while also making a financial impact for the investor.  In short, it’s the best of both worlds.

If you’re new to the world of socially responsible investing, we’ve put together our top 5 things you need to know before making your first investment.

1. What is Socially Responsible Investing?

According to the Global Impact Investing Network, socially responsible investing (also commonly referred to as impact investing) is investing “into companies, organizations, and funds with the intention of generating social and environmental impact alongside a financial return”.

At Invested Interests, we aim for three things when helping you on your socially responsible investing path: transparency, advice, and stellar service.  What matters most to you guides all of our decisions and conversations with you about your investment choices.

2. What types of companies can I invest in?

Unlike other investment advisors, we specialize in one thing – and one thing only.  Socially responsible investments.  However, within this world, there are many different avenues to take depending on your personal goals and motivations.  We’ve broken down our four most popular models into portfolios:

We also specialize in custom portfolio building based on criteria our investors are passionate about.  If you’d like to talk about your specific impact investing goals, please get in touch.

Socially Responsible Investing - 5 Things to Know

3. Can I choose to not invest in certain companies?

Yes!  With the mutual funds we invest in, we can address and screen for social issues based on your goals.  Many of our clients choose to divest (withhold investments) due to certain issues and causes.  As the market changes and new companies emerge on scene, one of our roles as your advisor is to keep you informed about these changes and how they relate to your initial or ongoing investments.

4. Will I make any money?

Similar to standard investing, socially responsible investments have the same risk and reward depending on our economic and trading markets.  The goal is to not only pursue positive social impact but a positive financial impact as well.

5. Will I make a difference?

Without question.  Not only should you feel good about making an investment decision you feel proud of, but collectively, socially responsible investing is on the rise.  By playing a role in the movement, you’re encouraging companies and investors to consider socially responsible endeavors in each business decision.

Questions about our four socially responsible investment portfolios?  Ready to get started with no minimum investment?  Request a FREE impact investment consultation, and we’ll be in touch!

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