Mary Strickland

Mary StricklandCFP

Vice President

Madison Office
Phone: (608) 252-5714
Toll Free: (800) 937-8625
Email Me
One S. Pinckney St.
Ste. 600
Madison, WI 53703


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).

Barron’s – SRI, Impact Investing Growing Fast – Demand for sustainable, responsible and impact investing increased by one-third between 2014 and 2016. SRI now accounts for $8.7 trillion professionally managed assets in the U.S. (Read more)

The Forum for SRI - SRI Basics 
- SRI investing can not only help you with preparing for whatever the future may hold, but also does it in a responsible manner that has a positive societal impact. (Read more)

Global Impact Investing Network - What You Need to Know About Impact Investing - Impact investing, like SRI investing, is a way for investors to secure your investments while at the same time generating social and environmental impact. (Read more)

Socially- Responsible Investing: Earn Better Returns From Good Companies
 - Socially- responsible investing is not just about feeling good about where your money is invested but also is arguably leading to better returns. Why is this? Companies that are more aware about ESG risks are producing higher returns and lower risks for companies because they are taking a long- term, sustainable approach. 84% of millennials are interested in SRI, according to Bloomberg, indicating that demand for these funds will only increase. (Read more) 

Does Socially Responsible Investing Make Financial Sense? - Wall Street Journal created an interesting debate with two people that have differing views on SRI. With the rising popularity of ESG investing, there is the remaining question on whether or not it pays off. Traditional investing focuses on tangible measures including profits and growth, so those measures already being reflected in the stock prices. On the other hand, socially responsible investing is an intangible asset to the company, so this leaves room for opportunity for investors. (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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