Matthew Demet

There was a time not too long ago when investors were limited in their ability to invest with their hearts – to build a portfolio that reflected their personal, social or political beliefs. Those who looked into socially responsible investing (SRI) often discovered it meant sacrificing returns for social goals; many SRI funds had difficulty keeping up with the returns generated by other funds because, by their nature, there was a smaller pool of companies they could invest in compared with non-SRI funds.