Ensuring the green hat fits

SRi is often poorly defined, resulting in clients buying the wrong products. We shed some light on an asset class subject to confusion

There are almost as many terms for Sustainable and Responsible Investment (SRI) as there are myths surrounding it. The terms are poorly defined and often used inconsistently, leading to confusion among clients and advisers. It has also occasionally resulted in clients buying investment products that fail to meet their needs. In this article, we hope to shed some light on the different SRI strategies and dispel some of the myths surrounding them. Most people have heard of the term 'ethical investment'. This refers to equity investment portfolios that negatively screen out or avoid compani...