Tag Archives: PEP

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: R. Paul Herman

R. Paul Herman has built a new model for socially responsible  investing. One aimed at market-beating performance.

Herman credits his guiding interest in truth and justice  to his childhood growing up in Chicago . “My parents both instilled in me in my DNA and upbringing, values of trust and fairness. That really led to my views on the world.” Continue reading