Socially Responsible Investing – Is It For You?

Posted on October 19, 2017

Socially Responsible Investing – Is It For You?

What is Socially Responsible Investing? And what do families need to know about it? Growing in popularity and increasingly in media news and headlines, Impact Investing, also known as Socially Responsible Investing (SRI) or Environmental, Social and Governmental (ESG) Investing, has become a central point in many investment conversations. Legacy Family Office Founder and President Tamara Surratt has authored a commentary explaining the different kinds of socially impactful investing, and how a family should begin to explore this concept.

In this paper we cover:

  • The screening process for impact investments
  • Shareholder activism
  • Community investments
  • Impact investing
  • Seeking out potential investments and rallying around a cause
read the full piece