Socially responsible investing
In every sense of the word.
Socially responsible investing (also known as impact or sustainable investing) lets you combine sound investing principles with your personal values. ELM has the experience to integrate SRI into your financial plan. We’ve worked with leading organizations in the field, our work on the subject has been published and we’ve presented at leading nationwide conferences. We’re even a certified green business.
ELM is experienced with socially responsible funds (with access to low-cost institutional funds and share classes not directly available to individual investors), community development debt instruments and charitable giving platforms. Let us work with you to evaluate investments by community involvement, environmental impact, human rights record or other criteria. We’ll also keep an eye on costs and tax-efficiency. You’ll never feel so good about your investments.
Our Socially Responsible Investing Expertise
Lorne’s research paper on socially responsible investing was published in the Journal of Investing and has subsequently been cited in numerous studies and publications internationally. In 2007, it was one of 20 key studies reviewed in a joint report published by the United Nations Environment Programme Finance Initiative and Mercer Consulting:
Also of note:
ELM is pleased to be certified as a Bay Area Green Business ®.