Socially Responsible Investing Catherine Woodman Financial Consultant Salomon Smith Barney.

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Presentation transcript:

Socially Responsible Investing Catherine Woodman Financial Consultant Salomon Smith Barney

Socially Responsible Investing n What is Socially Responsible Investing? n Growth and Performance n Why are people investing in SRI? n Why are people not investing in SRI? n Who is the Socially Responsible Investor?

What is Socially Responsible Investing? n n Socially Responsible Investing is a process of aligning your investments with your values.

What is Socially Responsible Investing? n Avoidance Screens n Affirmative Screens n Shareholder Activism n Community Investment

Growth of the Screened Universe

Growth Rate of Investments

Number of SRI Mutual Funds

Growth of Mutual Fund Assets

Performance n No statistically significant difference n Growth n Volatility n Do-gooders do better

Why invest? ~ Why not? n Becoming Aware n In Demand n SWAN n Performance n Tradition n Performance n Volatility n Cost n Asset Classes

Who are the SRI Investors? n Religious Organizations n Municipal and State Governments n Unions n Foundations n Universities and Colleges n Insurance Companies n Corporations n Separate Managed Accounts for Individuals

A Part of the Solution A Part of the Solution