Impact (aka Sustainable) Investing
Made to generate a measurable, beneficial social or environmental impact alongside (or in lieu of) a financial return. This is an umbrella for the strategies below.
Socially Responsible Investing (SRI)
aka Green or Ethical Investing
Investment strategy which seeks to consider both financial return and social/environmental good to bring about a positive change. It is achieved by excluding investments in ‘sinful’ industries (e.g., alcohol, tobacco, gambling, weapons), a negative screen.
Environment, Social, and Governance (ESG)
Investment strategy which seeks to consider both financial return and social/environmental good to bring about a positive change. It is achieved by integrating these 3 factors into investment analysis for the purposes of making investment selections, a positive screen.
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