Socially Responsible Investing

1
Socially Responsible Investing

• Presented By
• Mary Morrison

2
Socially Responsible Investing

• Is defined as integrating social and
  environmental criteria into investment decisions

3
Analysis

• (A) Screening (B) Best in Class
• 1) Qualitative
• 2) Exclusionary

4
Performance
5
How do Socially Responsible Investors Influence
Companies

• 1) Voting Proxies
• 2) Conducting Dialogues
• 3) Filing Shareholder Resolutions

6
Findings

• SRI is becoming more main stream
• SRI has had an increase in Assets because of a
  strong Social and Environmental awareness
• Performance is comparable to main stream funds