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Socially Responsible Investing

Socially Responsible Investing (SRI) is about integrating your investment objectives with your commitment to social concerns, economic development and a healthy environment. SRI investment funds hold shares in companies who have, in most cases, made it their goal to be sustainable. These companies have clearly defined sustainability goals such as:

  1. Use financial, natural and social resources in an efficient and economic manner.
  2. Likely lead their industries toward sustainability by setting standards for best practice, demonstrating commitment, and maintaining superior performance in all respects.
  3. Set the highest standards of corporate governance, including management responsibility, organizational capability, and a wholesome, ethical corporate culture.
  4. Meet shareholders' demands for sound financial returns, long-term growth and productivity increases, sharpened global competitiveness and contributions to ethical capital.
  5. Secure a long-term licence to operate by responding to stakeholders' changing needs, thus fostering superior customer and employee loyalty.

New Zealanders can invest in a number of Australian and international SRI funds .  Whether your interest is personal or you are involved with a charitable trust or other organisation, we can help.

Find out about our views on corporate responsibility>>

Articles on SRI>>

SRI web links >>

 

 

If you want truly impartial advice, contact us to find out how to put your money to work to fund your important goals.

What other investors say about us>>

 

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