Derive value from strong values

You may have heard the myth that Socially Responsible Investing (SRI) and strong investment returns are mutually exclusive. But the truth is, SRI can enhance portfolio performance and help affect change.

The investment case for SRI is clear. By investing in those companies with great environmental, social and governance strategies, we expect to lower investment risks and uncover investment opportunities.

Traditional investment research alone misses out on these rewards. By imbedding SRI into the due diligence process we can derive value by investing with values.

Alan Harman is an investment executive with ScotiaMcLeod in Toronto who has spent 20 years helping individuals, charities and foundations reach their investment goals without compromising their personal values. He creates customized “responsible” portfolios utilizing personalized environmental, social and governance criteria alongside traditional analysis. His unique approach to SRI has earned him recognition as a speaker, media commentator and trusted advisor.

As the natural world and the regulatory environment continue to change, the economic benefits of SRI will become increasingly pronounced.

“In 85% of the total number of studies assessed, we found a positive correlation between environmental governance and/or events and financial performance.”
(UNEP Finance Initiative)

Proactive businesses are learning to avoid problems by allowing sustainability to help guide their business strategy.