Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share their values.

From 2012 to 2014, for example, SRI assets increased 76%, according to the US SIF Foundation. The total of SRI assets at the start of 2014 was $6.57 trillion. These assets now account for more than $1 out of every $6 under professional management in the U.S.*

While more and more investors are asking for socially responsible investing solutions, many advisors may be overlooking this opportunity. A recent survey indicated only about 49% of advisors offer SRI as an option.**

Advisors may think the investor has to sacrifice performance to accommodate SRI, but studies show that doesn’t have to be the case. A 2011 study by GMI Ratings found that “on...

Ready for Your Next Regulatory Exam? Here’s How to Survive.

Be sure to watch the webinar: How to Survive a Regulatory Exam.

Are you prepared for your next regulatory exam? If it’s been awhile since you’ve had an exam, or if you’ve never had an exam, it’s important to prepare so you...

Read full post

5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have...

Read full post

Advisor Technology that Gives a Holistic View of Your Book of Assets

A notable feature of TCAdvisor, is the versatility of the platform. Advisors can access the Consolidated Asset Management (CAM) screen, which is the best way to get a bird’s eye view of their entire book of assets....

Read full post

Are Your Social Media Posts Boring?

Originally posted by Financial Social Media.

By: Amy Smith

As the marketing manager at Financial Social Media, I constantly face the challenge of...

Read full post


User login