Investing for Catholics.
Ethical, or socially responsible, investing is growing fast. It’s estimated that up to £32trn ($45trn) globally is now invested in ethical funds. In Europe, SRI has seen double-digit growth since 2011. In the US, as of year-end 2013, more than one in every six dollars under management was invested ethically.
What, I’m sometimes asked, are the options open to those who want to invest in a way that reflects their personal values, but using a strategy that is grounded in independent and peer-reviewed academic evidence?
Excitingly, this is a growing area and the choice of funds available is growing all the time. I recently visited Investing for Catholics, based in California, which offers a range of passively managed portfolios that have been screened, or ethically filtered; in other words, the so-called “sin stocks” have been removed. This video explains more:
Related post:
EBI & SRI — What if you want both?
ROBIN POWELL is a freelance journalist and the founding editor of The Evidence-Based Investor. Based in Birmingham, England, he founded Ember Television and Regis Media, and he specialties in helping disruptive financial firms to grow. He also campaigns for a fair, transparent and sustainable investing industry. You can follow him on Twitter at @RobinJPowell.
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Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector.
