What is SRI?

Socially Responsible Investing (SRI) is an approach to investing that factors in the social and environmental impact of a company’s practices into portfolio selection. At BillStantSRI.com, we find companies that promote positive social change and environmental stewardship. You don’t have to compromise your values or the welfare of people and the planet to get a return.

Our first responsibility is to you. Responsible investment advisory services, with or without SRI, start with listening: with getting to know your needs and goals and collaborating to define your best interests. This guides our search for suitable investments to include in your portfolio. Socially responsible portfolio management includes in this search your instructions to us regarding environmental, social, and corporate governance (ESG) issues.

We take a four-pronged approach to investing:

Fundamental Analysis and Research

To find investments for you we monitor a universe of stocks, bonds, and mutual funds that are subject to ongoing financial screening and review. Before we include any investment in this universe it is subject to screening to determine whether it is financially stable, fairly priced, and offers a value proposition that is easy to understand and describe.

Portfolio Screening

We help you decide what to include in your portfolio by increasing exposure to companies with a positive social impact and removing your exposure to those deemed harmful. To understand a company’s impact, we take a close look at a variety of criteria, including:

Environmental

Environmental Analysis of:

  • A company’s carbon emissions
  • Records with environmental agencies
  • Ongoing commitment to sustainable/green practices

Social

Social Analysis of:

  • Corporate policies that promote human rights
  • Product safety records
  • Labor practices
  • Community Impact

Governance

Governance Analysis of:

  • Executive compensation practices
  • Salaries and benefits offerings
  • Diversity and inclusion in hiring

Community Investing

Community Investing directs capital to where it is needed most. We offer our clients opportunities to direct a part of their portfolio to investments focused on communities underserved by mainstream banking and investing. Working through Community Development Financial Institutions we offer investments that fund small business, micro-lending, sustainable and affordable housing, sustainable agriculture, education, and childcare.

Shareholder Advocacy

On request we offer clients who want to vote their shares at company annual meetings an analysis of the issues addressed on proxy ballots. This can be most meaningful when coalitions of large institutional shareholders conduct shareholder campaigns to change a company’s policies and practices.

BillStantSRI.com |  P.O. Box 1700, Nashville, Indiana 47448  |  812-988-6793  |  Email Bill

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and BillStantSRI.com are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, IL, IN, KY, MD, NM, OH and OK. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, BillStantSRI.com makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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