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LBW INSIGHTS

RETHINK FINANCE

Social Investing…Truly Possible?

5/1/2018

 
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​​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.

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