Many clients have a desire to invest some or all of their money in Socially Responsible options. The screening process for which individuals prescribe what they would like to invest in varies to what is important to that person. One investor may want to screen out all negative impacts whilst another investor may want to screen out particular areas of investment.
Green Associates Financial Planners will discuss what it means to you and match your investments to what you want to achieve. We have a range of options including funds which aim to improve the world, by investing in companies which will have a positive environmental or social impact, to companies which create charitable donations rather than investing in particularly socially responsible investments. We can build a portfolio which includes an allocation to SRI or one which only invests in SRI.