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March/April 2018
Invest with Your Heart
Years ago, some mutual fund* companies came up with the idea to create funds focusing on companies that do good for their communities, the world at large and the environment. Born as socially responsible investments (SRI), this investing niche has blossomed into other areas, including ESG (environmental, social and governance) and impact investing.
How are they the same and how do they differ?
Both ESG and impact investing are offshoots of SRI, because they all invest responsibly. SRI fund managers generally use simple criteria. For example, an SRI stock selection may avoid certain products, such as tobacco, or invest in alternative energy, such as windmills. ESG investments have more detailed screens and objectives than SRI stocks.
They may seek a low ratio between a company’s lowest paid and top paid employees. Or ESG companies may demonstrate socially desirable traits like donating some profits to community causes.
Newest Trend
Like ESG and SRI, impact investing establishes criteria for doing good while measuring market performance, but differs in its measurement of social, environmental and other impacts.
The nonprofit Global Impact Investing Network created the Impact Reporting and Investment Standards (IRIS), which helps organizations and mutual funds measure the social, environmental and financial performance of investments.
Wide Choice
From modernizing developing countries to operating in environmentally conscious ways, you can find an impact investing mutual fund or other socially responsible fund that matches your values.
*You should consider the fund’s investment objectives, charges, expenses, and risks carefully before investing. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their original cost.
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