SRI Approaches

Socially Responsible Investment Strategies works with individuals and non-profits to determine your individual portfolio needs and how to align this with your social and environmental values. Here are several approaches we take.

Screening
Screening, which includes both positive and negative screens, is the practice of evaluating investment portfolios or mutual funds based on social, environmental and good corporate governance criteria.

Shareholder Advocacy
Shareholder advocacy involves socially responsible investors who take an active role as the owners of corporate America. These efforts include talking (or "dialoguing") with companies on issues of social, environmental or governance concerns. Shareholder advocacy also frequently involves filing, and co-filing shareholder resolutions on such topics as corporate governance, climate change, political contributions, gender/racial discrimination, pollution, problem labor practices and a host of other issues. Shareholder resolutions are then presented for a vote to all owners of a corporation.

Community Investing
Community Investing directs capital from investors and lenders to communities that are underserved by traditional financial services institutions. Community investing provides access to credit, equity, capital, and basic banking products that these communities would otherwise lack. In the US and around the world, community investing makes it possible for local organizations to provide financial services to low-income individuals and to supply capital for small businesses and vital community services, such as affordable housing, child care, and healthcare.