Socially Responsible Investing

In recent years, the issues associated with corporate negligence and climate change have come to dominate the media, and many individuals are now reconsidering the relationship they would like their money to have with the world. Their perception of risk has now shifted, and Environmental, Social and Corporate Governance (ESG) factors are now a major part of investment risk calculations, as they directly impact a company’s bottom line.

Socially Responsible Investing (SRI) involves selecting investments based on a predetermined set of values by formally integrating ESG metrics into the traditional investment process. Due to the recent increase in responsible investment-focused assets globally, there are a wide variety of investment strategies that can be used to align an investor’s different financial needs and personal values. At Mowbray, Wright we have access to a large network of investment funds and strategies, that focus on analyzing ESG policies, performance, and impacts to compliment traditional techniques for analyzing financial risk and return, with the goal of maximizing the personal and social impact of your investments.

Responsible Investing 101