Should You Invest in Socially Responsible Funds?

February 8, 2021
Is investing in socially responsible funds the right move for your portfolio?

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After you listen

  • To learn more about socially responsible investing, visit schwab.com/SRI.
  • Follow Mark Riepe on Twitter—@MarkRiepe.
  • To learn more about socially responsible investing, visit schwab.com/SRI.
  • Follow Mark Riepe on Twitter—@MarkRiepe.

When you invest, are you simply trying to make as much money as possible without taking on too much risk? Or are you trying to accomplish other goals as well, perhaps making sure that your investments align with your values, or that you're using your money to help make a positive difference in the world? If those latter goals matter to you, you might be interested in socially responsible investing, or SRI.

Michael Iachini, vice president and head of manager research for Charles Schwab Investment Advisory, joins Mark to discuss the differences between SRI, ESG, and impact investing; what to look for in an SRI fund; and the history of performance of these funds, broadly.

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