PREMIUM: ALFANDARY & STREUR

SOCIALLY RESPONSIBLE INVESTING

he evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur.

WEALTHTRACK Episode #1413; Originally Broadcast on September 15, 2017

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CHRISTINA ALFANDARY

• Managing Director,
• ESG and Sustainable Investments, Gabelli Funds

JOHN STREUR

• President and CEO,
• Calvert Research and Management

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CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

MORNINGSTAR FAVORITES
• Calvert Funds
• Parnassus Funds
• Parnassus Fund (PARNX)
  Large growth fund
  Strong long-term track record

PARNX data by YCharts

No Bookshelf titles this week.

ALFANDARY: SUSTAINABILITY LEADER

• Danone SA ADR (DANOY)
• Price: $16.18 on 9/13/17
• 52-week range: $12.21 – $17.10

DANOY data by YCharts

STREUR: RESPONSIBLE EMERGING MARKETS EXPOSURE

• Unilever NV ADR (UN)
• Price: $59.97 on 9/13/17
• 52-week range: $38.41 – $60.90

UN data by YCharts

Johnson Controls International PLC (JCI)

JCI data by YCharts

Danone SA ADR (DANOY)

DANOY data by YCharts

Xylem Inc (XYL)

XYL data by YCharts

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SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.