Episode 48: The Rise of Socially Responsible Investing


Sparked by millennials and others seeking to back companies that create positive environmental, social, and economic change, the volume of U.S. assets targeted toward socially responsible investing (SRI) approached $12 trillion by the end of 2018. How should investors consider as they approach this fast-growing SRI realm? Don Calcagni, Chief Investment Officer at Mercer Advisors, joins host Doug Fabian to discuss:

  • Why investors increasingly factor environmental sustainability, social justice and other SRI considerations into their portfolio management
  • The expanding landscape of investment options built around SRI and environmental, social, and governance (ESG) principles
  • The tenets of an impact investing strategy that combines SRI and ESG
  • Whether SRI and ESG factors influence investment performance
  • How Mercer Advisors extends clients’ SRI and ESG portfolio options

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