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Options for socially conscious investment


Expert advice from CPA / CFP Darren Zaragola on Socially Conscious Investment options – how to invest in companies looking to improve the world. Q1 2021 letters and conferences for hedge funds and more Increasing socially conscious investment As more of us are concerned with climate control and hazards environmental risks, there is one […]

April 19, 2021

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This story originally appeared on ValueWalk

Expert advice from CPA / CFP Darren Zaragola on options for Social Conscious Investing – how invest in companies looking to improve the world.

Q1 2021 hedge fund letters, conferences and more

Increase socially conscious investment

When many of us become interested climate control and environmental hazards, there has been an increase in Social Conscious Investment (SRI – Sustainable, Responsible and Impact Investment).

“These are companies looking to improve the world, or at least not,” said Darren Zagarola, Certified Financial Planner and CPA of asset management firm, EKS Associates in Princeton, NJ. let it worsen. “It leads to an increase in socially conscious investment, often through mutual fund and Exchange Trading Fund. That’s not the one-size-fits-all approach. Some funds focus on the environment and climate change, while others focus on labor management, diversity, human rights and other issues ”.

While SRI used to focus only on excluding certain companies from your portfolio – guns, cigarettes, racial injustice – now it also focuses on investing. into companies that are taking proactive measures to do the right thing.

But can SRI benefit your profits too?

In fact, recent studies from Wall Street firms and academies show that these funds are not just their own when it comes to refundable investment. According to a recent Morgan Stanley review, sustainable funds that have been around for 7 years or more have an average return greater than or equal to traditional returns of 64%. Morningstar gives a 4-star or 5-star rating for over a dozen of these socially conscious funds. Bloomberg has listed more than 200 funds and ETFs that qualify as SRI (or ESG), and some have shown returns of 25% or more so far this year.

“The bottom line is that you don’t need to sacrifice profits to combine your investment strategy and personal value,” said Mr. Zagarola.


About Darren Zagarola

Darren Zagarola, Certified Financial Planner and CPA of the asset management firm, EKS Associates in Princeton, NJ are available on this topic and many other topics related to financial planning and retirement. To arrange, contact: Steve Clark, Andover Communications, [email protected].

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