Investing with Your Heart 

Investing with Your Heart 

Date: June 14, 2021,

Many investors, even just the average layperson who has money in investments, are no longer just worried about how much return on investment they get; instead, they’re thinking about the impact their money has, too. Indeed, even large cities (and some countries!) have decided to divest funds from things like fossil fuels, instead putting money towards more socially responsible enterprises. Known as socially responsible investing, or SRI, investing with your heart can still generate a large return on investment while also having a more positive impact on the world. Learn more by meeting with an investment professional at Harvest Financial Planning, LLC today. 

What Is Socially Responsible Investing?

Socially Responsible Investing (SRI) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. Sometimes called social investment or, if related to the environment, green investment, socially responsible investing (SRI) is a type of investment that is considered to be socially responsible or socially ethical due to the nature of the business in which the investment is being made. For example, rather than investing in a company that has a reputation for poor worker treatment, environmental pollution, or other unethical practices, a socially responsible investor would put their money into businesses that are prioritizing things like environmental sustainability or social justice. Often, the framework for selecting companies is based on ESG–environmental, social, and corporate governance criteria.

How Do I Start Investing with My Heart?

The theory that underpins ESG/SRI investing is that good corporate governance and ethical decision-making will lead to enhanced long-term corporate performance. In some cases, SRI is also very practical–for example, in a world that’s moving away from fossil fuels, investing in clean energy technologies just makes financial sense. 

If you’re new to the world of investing, socially responsible investing may feel especially foreign or confusing. Fortunately, there is help available. When you work with one of our investment advisors at Harvest Financial Planning, LLC, we can guide you through the various portfolio options that exist for ESG investing. Not only will we identify the different funds in which you can invest, but we’ll work with you to identify your values and the types of issues that are most important to you. Whether you care about climate or social justice or both, we’ll support you in investing with your heart.

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Call Our Investment Advisor Representatives Today

At Harvest Financial Planning, LLC, our investment advisors are here to support you. We offer comprehensive, personalized investment advice and services for individuals of different wealth and investment knowledge levels. To learn more about SRI, ESG, and investing with your heart, call our team of advisor representatives directly today.

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