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Socially Responsible Investing: Value and Values


Investment literature is littered with many terms, often used interchangeably, to cover the concept of taking non-financial factors into account in the investment process with the aim of earning both a better financial return and social ‘return’.

The term socially responsible investment (SRI) is often used interchangeably with concepts such as ethical investing, impact investing, sustainable investment and integration of environmental and social factors. At JBWere, we consider SRI to be an umbrella term that covers all approaches that seek to integrate non-financial factors into the investment research, analysis, selection and monitoring process.

After reviewing the significant and growing body of research, JBWere has developed a coherent and considered SRI framework for the benefit of our clients – the first private wealth manager in Australia to do so.

There are three core pillars in our approach to SRI:

  • Integration of Environmental, Social and Governance (ESG) factors;
  • Screening based on Ethical, Moral or Religious beliefs (Ethical Investing); and
  • Impact Investment.

To continue reading, download the full report below.