Socially Responsible Investing

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Your values matter.

Consider the impact of your investment decisions as you pursue your goals.

Your portfolio can make a positive difference. Many investors believe their investments should contribute to advancements in social, environmental and corporate practices.

Socially Responsible Investing (SRI) is a well-established and growing approach that considers social good, as well as financial return. Globally, at least $21 trillion worth of professionally managed assets are managed using SRI strategies.1

Mission Wealth is pleased to offer SRI to our clients. sri graphic

Common questions we can help you answer:

  • How do you determine what investments are socially responsible?
  • Can I have a values-based portfolio that makes competitive returns?
  • I want to make impactful investments, but will I still have a well-rounded portfolio?
  • Will I miss out on anything by being more restrictive in my investment choices?
  • For my donor-advised fund, can you align an investment strategy with my philanthropic goals?

Our services may result in:

  • Understanding whether your current investments are aligned with your values.
  • Building a customized portfolio that excludes companies that contradict your values, while supporting those you believe in.
  • Furthering conversations with organizations or family regarding your legacy.

How we build customized SRI portfolios:2

  • Identify a set of investment guidelines that correspond to your values or institutional mission.
  • Use third-party research to design customized portfolios, tailored to your unique beliefs.
  • Achieve diversification by investing across multiple asset classes and securities.
  • Monitor portfolio holdings over time to ensure they continue to adhere to your stated goals.

Learn more about our Social Values Portfolio.

1 Global Sustainable Investment Alliance (GSIA). 2015. Global Sustainable Investment Review 2014.
2 With a $2 million minimum investment

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