Socially Responsible Investing

Through Socially Responsible Investing (SRI), the portfolios of individuals and organizations are structured to reflect social concerns without compromising investment performance.  Our SRI management style follows the same fundamentals as our Relative Value portfolios, so screening to meet the client's criteria occurs only after buy recommendations are made by our equity research department.  The result is a portfolio in which social responsibility and competitive investment performance need not be mutually exclusive.