More and more people are asking about ethical investment or socially responsible investment (SRI) when discussing the makeup of both their superannuation and non-superannuation portfolios. This is especially true of the younger demographics.
It’s clear that some investors are concerned about more than just profit margins, but what are the positives and negatives of investing ethical or SRI companies?
The positives:
The negatives:
Like every decision we make, there are pros and cons to be considered. Ethical investing may not be the right choice for everyone but it may be a more satisfying strategy for those who want their portfolios to better reflect their social and moral beliefs.
If you would like to discuss your options in detail start a conversation with us today.
Post by Steve May
You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website
Steve May, Luke Styles and May Wealth Pty Ltd T/A Steve May Financial Services are Authorised Representatives / Corporate Authorised Representative of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478. Please refer to our website at www.stevemayfs.com.au to reference our Financial Services Guide and business/adviser profiles.
May Wealth Pty Ltd ABN 71 612 234 518 trading as Steve May Financial Services is a Corporate Authorised representative of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478.
Steve May and Luke Styles are Authorised Representative’s of Futuro Financial Services Pty Ltd ABN 30 085 870 015, Australian Financial Services Licensee, Licence number 238478