Is Ethical Investment Worth It? – Part Deux

In my first post on ethical investment I explained the difference between light green and dark green funds and how the former developed to help obviate a problem with a highly restricted investment universe, poor performance. The latter is entirely predictable given strict ethical criteria rule out large sectors of the market. For example dark green funds avoid tobacco and …

Is Ethical Investment Worth It?

This long overdue blog post really should be broken down into two questions. Is it worth it from an ethical perspective and is it worth it from an investment perspective? I’ll comment on these points in two separate articles; this one is on the ethical considerations. Many of my clients opt to include ethical funds or socially responsible investments (SRI) …