A Better Way To Do SRI – Socially Responsible Investing

Socially responsible investing (SRI) has been on the rise for the last few years, but for most people the emotional value that comes from SRI isn’t enough to make up for significant loss of value or unpriced risk. Usually this means that SRI is reserved for a sliver of the overall portfolio (if used at all), but a note from Credit Suisse shows that using multiple indices to filter results can gives investors feel-good options that are competitive with the market.

MSCI Intangible Value Assessment assessing risk

MSCI Intangible Value Assessment (IVA) attempts to rate the financial and material risks associated with environmental, social, and governance issues. While it doesn’t measure social action directly, it...