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Socially Responsible Investing (SRi) and environmental sustainable governance (ESG)

 

Put your values into action.

Today socially responsible investing (SRI) is increasing its influence within the financial community in large part due to the competitive financial returns that socially-screened portfolios generate. See the chart here showing the performance of iShares MSCI LKD 400 Social ETF (DSI) benchmarked against the S&P 500.

For three decades Progressive Asset Management has regarded environmental sustainability, human rights, and good governance as part of the investment process. When corporations combine strong financial and social performance, they often make for better long-term investments due to lower hidden risks in regulatory violations, litigations, boycotts, and strikes.  Believing your investment should be governed by your definition of social responsibility, we'll develop individualized standards and strategies to find the right fit for you.

We also have teamed up with individuals and institutions to provide unique investment options that can have a direct impact on local communities by providing needed funding for housing, healthcare, and small business development.

Find a pam advisor near you to learn more.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck