Overview

You're likely aware of how specific investments in your portfolio relate to your overall financial goals. But did you know that your investments can also reflect your personal values?

Socially responsible investing (SRI) offers an array of options designed to help you do good for society and for your portfolio. Just as public consciousness of social issues has grown in recent years, the popularity of SRI has increased dramatically. In fact, the Social Investment Forum's 2014 Report on Socially Responsible Investing Trends in the United States revealed that, of the $36.8 trillion in U.S. investments, socially responsible investments made up $6.57 trillion or 18%.

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