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Socially Responsible Investing Letter

The Many Layers of Socially Responsible Investing 

The Many Layers of Socially Responsible Investing 

Over the past decade, there have been few definitions in the world of finance that are as vague as the term “SRI.” Across the world, “SRI” is being hailed as the new “buzzword” in investing, however the connection between “SRI” or investing with conscious has been around hundreds of years. Learn more about SRI and the different types of SRI investing.

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Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non- financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

No strategy assures success or protects against loss.