The Social Equity Group

Making a Difference

$17.1 Trillion Under Management

Over the last two decades, Socially Responsible Investing (SRI), or sustainable investing, has grown dramatically.

The SIF Trend Report of 2005 reported that assets under professional management involved in socially responsible investing in the U.S. grew from $639 billion to over $2 trillion between 1995 and 2005, an increase of 249%. By 2014, that had grown to more than $6 trillion.

According to the USSIF 2020 SRI Trends Report, one out of every three dollars under professional management in the United States—$17.1 trillion—was managed according to sustainable investing strategies..

What Is Fueling the Growth?

Performance. Many academic studies plus real-world results have effectively refuted the contention that social screening hurts performance. In fact, many studies have shown that SRI can actually enhance performance in some cases.

Choice. Over 200 mutual funds are now available for socially conscious investors. This allows a broad range of choices to meet almost all investment needs and allows investors to diversify to reduce their market risk. SRI choices are offered in the full range of retirement plans, college accounts and portfolio management.

Demand for Life Values. There is a spiritual yearning on the part of a large and growing segment of the population to integrate personal values into all aspects of life, including finance and investing. Over 50 million people now identify as “Cultural Creatives” interested in supporting sustainable societies in all aspects of their lives.

Corporate Scandals. Numerous recent instances of accounting fraud and other scandals have eroded trust in company leadership. Many investors are attracted to an investment process based on research that goes deeper into corporate policies.

Environmental Crisis. Socially responsible investing has increased along with increasing public interest in alternative energy, natural foods, sustainable building, and alternative healthcare, providing new inspiration and expanded investment opportunities.

Getting Started

Socially conscious investors, no matter how large or small, are most satisfied with investments that reach beyond purely financial goals to address ethical concerns. Fortunately, making money and making a difference with your money has never been easier.

Working with the Social Equity Group can help you plan and implement investment strategies designed to achieve your goals. If you are interested in contacting an investment professional with expertise in integrating personal values and social priorities into investment decision making, please contact us.

A Brief History | How it Works

Copyright 1997 . The Social Equity Group is a Registered Investment Advisor registered with the state of California.

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