Socially Responsible Investing (SRI), also known as Environmental, Social and Governance (ESG), is a key strategy that many people use in their investment portfolios. Whether you want positive (inclusion) or negative (exclusion) screening of certain things, it is important to bring this to your advisor's attention so they can create an appropriate portfolio. Examples include:

Positive screening (inclusion of)
– Solar power
– Wind farms
– Renewable energy

Negative screening (exclusion of)
– Armor
– Tobacco
– Palm oil

#ethicalinvesting #ethicalscreening #financialplanning

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