Sep 15, 2015

A Good Socially Responsible Investment (SRI) Fund is Hard to Find

As global head of research at Thomson Reuters Wealth Management/Lipper, Robert Jenkins spends a lot of time analyzing potential investment funds. Lately, he’s been investigating more socially responsible funds, since socially responsible options are increasingly being requested by employee retirement plans as well as the general investing public. But the discovery process hasn’t been easy.

The problem, Jenkins says, is that fund managers and fund selectors have no single standard for analyzing or ranking Environmental, Social, and Governance (ESG) factors or Socially Responsible Investing (SRI) factors in funds.

Read more on the Yale School of Management website.