895 Country Club Road Ste A-150
Eugene, Oregon
97401 United States


Green Investing Banner

Green Investing

Sustainable and Responsible Investing

Sustainable and Responsible Investing (SRI) is an investment strategy that integrates social and environmental criteria into financial analysis.  More recently, the social investing movement has been broadened to include a wider range of considerations under an approach referred to as Environmental, Social and Governance (ESG).

With approximately $2.71 trillion in assets in the US today SRI is catching on with many individual and institutional investors who seek to:

  • Align their investment portfolio with their personal values by avoiding companies that do not meet certain standards
  • Encourage improved corporate social and environmental performance through an active investment strategy.
  • Identify companies with better long-term financial performance through the analysis of social and environmental factors.

SRI was first formally practiced by religious investors who, nearly 100 years ago, avoided companies involved in tobacco, alcohol, and gambling.  More recently, however, SRI has evolved beyond basic avoidance screening to include the following four aspects:

Sustainability Research - Most sustainable and responsible investors have a set of criteria they use to identify which companies "make the grade."  Increasingly, sustainability research is seen as a way to identify companies with better management and lower risk.

Shareholder Advocacy - is all about using your position as an owner in a company to actively encourage that company to improve.  Shareholder advocacy can take many forms, from something as simple as a phone call or letter-writing to filing a formal shareholder resolution calling for a company to take a particular action.

Social Venture Capital - means seeking out early-stage investments in companies that have identified profitable ways to meet societal needs (such as alternative energy companies), before they are publicly traded.

Community Investing - refers to channeling affordable credit to communities underserved by traditional credit markets to create jobs, build homes, and finance community facilities.


SRI Resources

GreenMoney Journal

Progressive Investor

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Douglas Bielefeldt - LPL Registered Principal

895 Country Club Road Ste A-150, Eugene, Or 97401 United States

We are registered to sell Securities in the following state(s): Arizona, California, Florida, Idaho, Illinois, Michigan, Nevada, New Mexico, North Carolina, North Dakota, Oregon, Texas, Washington, Wisconsin

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved