• Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investing (SRI), also known as sustainable, socially conscious, or ethical investing, is any investment strategy which seeks to consider both financial return and social good.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI) is the process of selecting or managing investments according to social or environmental criteria.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investors encourage corporate practices that promote environmental stewardship, consumer protection, human rights and diversity.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investing is a very dynamic and growing part of consumer investment options.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment represents a useful tool to accomplish your investment goals by incorporating social and environmental factors, and provides a catalyst for positive social change.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Providing confidential, independent advice and personal financial solutions through our world-wide connections.

     
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Socially
Responsible
Investment

Responsible Investing
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Responsible Investing |Socially Responsible Investment (SRI) is defined as the process of selecting or managing investments according to social or environmental criteria. As of June 2010, we estimate there was $530.9 billion in socially responsible investment assets in Canada.

Many investors would like to increase their wealth while at the same time helping to create a better world. This is possible through investment funds that are designed to invest in companies that pass stringent criteria in environmental, social, and ethical action.

Known as “Socially Responsible” or “Sustainable” amongst many descriptions, these funds invest in companies that have high standards in these areas. Read more about SRI through the Links and Videos we have compiled.

Canada has high quality funds with excellent managers who are responsible to ensure that the investments follow the “socially responsible” and “sustainable” mandates they have been assigned. We work with these investment managers and monitor their performance to ensure the investments meet your goals and objectives.

There are differences amongst these investment funds that we can help you to understand. Some investment funds are leaders in shareholder activism, some dedicate part of their investments toward “Microfinance”. Some invest in Canada and some invest Globally.

Our responsibility is to help you invest in the funds that most closely mirror your personal objectives, both financially and socially; investments that reflect your values; investments to create a world of abundance and prosperity for all.

 

Responsible Investing includes six components:

Screening based on exclusionary or inclusionary criteria, such as tobacco, alcohol, environmental performance, human rights violations, community involvement and employee relations. This is the application of pre-determined social or environmental values to investment selection.

Stock portfolio analysis and management based on social responsibility and/or sustainability policies, integrating social and sustainability indicators with traditional financial analysis. It incorporates social and sustainability analysis to inform the investment decision-making process without necessarily screening out particular holdings based on pre-determined social or sustainability choices.

Shareholder advocacy and corporate engagement strategies, which involve the use of shareholder power to influence corporate behaviour through corporate communication, shareholder proposals, proxy voting policies and divestment.

Community investment, which is the placement of capital into local loan or equity vehicles targeting community development or serving low-income or disadvantaged groups.

Socially responsible lending, which is a unique form of lending in which prospective borrowers are subjected to social and environmental screens.

Sustainable venture capital, which is the placement of funds – primarily private investments outside the public markets – in start-up firms and small businesses that produce products or services that optimize the use of natural resources while reducing environmental impact.

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Responsible Investing is a useful tool to accomplish your investment goals while incorporating social and environmental factors that act as a catalyst for positive social change. ● ●


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