In this post we analyze the evolution of Socially Indexed Investment (SRI) in recent years and the impact on inbestMe’s SRI portfolios in 2024 and in the long term. SRI equity has been as profitable or more profitable over the long term Fuente MSCI The MSCI ACWI SRI in Euros (All country World Index SRI)…
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For millennia, the term balance has been considered one of man’s most recognized virtues. Although historically this concept has almost always been used for morality -in fact, in Ancient Greece, the great Aristotle referred to moral virtue as the middle between two extremes-today we can also extend this virtue to finance, and the balance that…
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The world is transforming to become more sustainable. Businesses are struggling to make their bottom line, while trying to limit their impact on the environment. Governments are scrambling to restructure their archaic institutions and facilities to be friendlier to people and the planet. But achieving many of these goals is neither easy nor cheap. For…
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As we have discussed in previous issues, indexed Socially Responsible Investment (SRI) has better years and worse years. Since equity SRI indexes have existed, they have tended to be equal to or slightly better than their non-SRI benchmarks. As can be seen in the chart below, which compares the cumulative returns of our SRI index…
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