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Mutual Funds

Socially Responsible Investments - Sri

Are there any conflicts when it comes to SRI?

There can be many philosophical conflicts when you choose to invest in a socially responsible fund. Morningstar cites the example of an investor desiring to make an SRI in an emerging market fund that purports to be “socially responsible.” The conflict arises because perhaps one or more of the countries targeted by fund managers may be involved in many activities that are antithetical to socially responsible investing, such as engaging in child labor, unfair labor practices, broad violations of human rights, environmental disregard, etc. It is important to consider all facts about the strategy of a fund before investing.



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