Tag Archives: David Neubert

Socially Responsible Investing in 2011

Today there is something on the order of $100 billion invested in socially responsible mutual funds and ETFs, according to the Wall Street Journal.  The Social Investment Forum estimates that, including all individual and institutional investing, there could be as much as $3 trillion in socially-focused investing today.

But the very definition of  socially responsible investing (SRI) is in flux.  Has it become easier for someone to build an investment portfolio that balances both their financial goals and social good? Continue reading

Portfolio Investing 101: David Neubert

How would you build a portfolio?

We put that question recently to David Neubert.

A man of wide experience, Neubert spent ten years at Morgan Stanley in a number of trading roles including head of Global Portfolio and Program Trading. Then he moved on to Lehman Brothers where he was Head of Equity Trading Strategy and Technology for a couple of years.  He knows how the big institutions on the Street trade. After retiring (early!) in 2005, he spent a few years working on investor education initiatives. Continue reading