Tag: episode_1413

What Socially Responsible Investing Really Means & Why It Is In So Much Demand

September 16, 2017

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

September 15, 2017

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

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

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

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

ALFANDARY & STREUR: SRI ATTRACTION

September 15, 2017

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.