June 16, 2015 Fact of the Day:  Can socially responsible investing produce competitive returns?

 

 

DID YOU KNOW THAT MOST INVESTORS BELIEVE THAT SOCIALLY RESPONSIBLE INVESTMENTS WILL RESULT IN A SIMILAR RETURN AS OTHER INVESTMENTS?  

 

 

 

In research recently conducted by Spectrem Group, roughly the same percentage of investors felt that the return for a socially responsible investment should be the same as other investments as did the number of investors who believed it should be less.  Only a small portion felt the returns would be better.

Older investors were more likely to believe social investments would have a lower return than other investments.  This has historically been the belief and it will be harder for older investors to believe otherwise.  Men are also more likely to believe that socially responsible investments will under perform the market.

 

To learn more about Socially Responsible Investing, click here or contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5195