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Mary Strickland

Mary Strickland, CFP®

Vice President

PHONE: 608-252-5714

TOLL-FREE: 800-937-8625

ADDRESS:  One S. Pinckney St., Ste. 600, Madison,  WI  53703

Impact/SRI

Socially responsible investing (SRI), also known as Impact, or ESG investing, is an investment strategy which seeks to consider both financial return and social good. Common themes for socially responsible investments include avoiding tobacco and defense stocks (negative screening), or seeking out companies engaged in social justice, sustainability, etc. (positive screening).

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NYT – How To Invest With A Conscience And Still Make Money - Gone are the simple days when investing with a conscience meant excluding alcohol, tobacco, and firearms from a portfolio. Today’s impact investors want their investments to align with a more rigorous standard of good while achieving a maximum return. (Read more)

NYT – Issuing Bonds To Invest In People - The organization Social Finance US helped a children’s agency in Connecticut set up a social impact bond with specific goals. A group of private investors put up $11.2 million to fund the bond and set specific goals in order to help their clients achieve a better quality of life. (Read more)

Forbes – How To Align Your Investments With Your Moral Compass - The organization Social Finance US helped a children’s agency in Connecticut set up a social impact bond with specific goals. A group of private investors put up $11.2 million to fund the bond and set specific goals in order to help their clients achieve a better quality of life. (Read more)

Forbes – New Issue Areas Attracting Impact Investors - In recent years, we have seen an awakening of consumer power where consumers are now able to express personal values through their investments. More and more people are realizing that their investment dollars have the ability to improve the world while earning a financial return. (Read more)

Forbes – When Investing Is More: Three Ways Impact Investors Incorporate Self - Impact investors are passionate about knowing not only where their money is going, but what it is doing. What sets impact investors apart from conventional investors is the fact that investing is more than financial returns – it holds value beyond numbers on a spreadsheet. (Read more)

SRI Assets grew 33% since 2014, with $8.7 trillion assets under management. Now there is a growing variety of investment products to offer socially conscious investors, including Mutual Funds, Exchange Traded Funds (ETF), Community Loan Funds, and social venture capital. Below I’ve linked several articles, which help explain why SRI is important to the economy.

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