Positive vs negative screening

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The different criteria and methods used in determining suitability of investments have evolved over time and vary significantly across SRI products

Despite its growing popularity, many investors still view socially responsible investment (SRI) funds as homogenous, self-righteous vehicles. This is only partially correct. While some funds probably do have a ‘holier-than-thou’ attitude, the different criteria and methods used in determining suitability of investments have evolved over time and vary significantly across products. Where did the SRI concept come from? The original driving force behind SRI arose as a result of religious organisations’ wish to have investment portfolios that reflected their core beliefs. These funds tende...

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