Mutual Funds

Socially Responsible Investments - Sri

What other major concern might investors have while investing in socially responsible funds?

Another major concern while you invest in SRIs is ensuring that the funds actually are acting socially responsibly when deciding what companies to include in the portfolio. Morningstar, through research conducted by MarketWatch, found that out of 20 large socially responsible funds, half invested directly in oil companies that may not be acting in a socially responsible manner. Morningstar also reported that only 27% of socially responsible funds file shareholder resolutions, or have activist shareholders who try to influence the fund’s management into making correct investment choices.


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