Definition

Investing in companies or funds that align with ethical, environmental, or social values while aiming for a return.

What to consider

  • Align your investments with your ethical and environmental values.
  • Review the performance and impact of SRI funds.
  • Consider how these investments fit with your overall financial goals.

Real world scenarios

  • Wanting his investments to reflect his values, Aaron chose socially responsible investing (SRI) options that supported eco-friendly and ethical companies.

Related terms

Investments & Retirement