There are books full of different ways to categorize, screen, and evaluate a good investment, but instead of theories they are called strategies. For example, LBW would be considered a “value” investor because we implement a “value” investing strategy[1]. There are many other strategies such as growth, passive, strategic allocation, dynamic allocation, market neutral, etc. – you get our point. One strategy that has become a hot topic in recent years is Sustainable, Responsible, and Impact investing (SRI). For this month’s blog, we would like to take a dive into what SRI is, how it is categorized, and our general thoughts on this type of strategy. |
Archives
June 2018
DisclaimersCopyright © 2018 Leach, Bickmore & Weiss Wealth Management, LLC. All rights reserved.
|