Overview for Financial Professionals
What is Socially Responsible Investing?
Socially Responsible Investing (SRI) is a broad-based approach to investing that now encompasses an estimated $2.71 trillion out of $25.1 trillion in the U.S. investment marketplace today. SRI recognizes that corporate responsibility and societal concerns are valid parts of investment decisions. SRI considers both the investor's financial needs and an investment’s impact on society. SRI investors encourage corporations to improve their practices on environmental, social, and governance issues. You may also hear SRI-like approaches to investing referred to as mission investing, responsible investing, double or triple bottom line investing, ethical investing, sustainable investing, or green investing. More information about SRI >
Who is the Social Investment Forum?
The Social Investment Forum is the U.S. national nonprofit membership association for professionals, firms and organizations dedicated to advancing the practice and growth of socially responsible investing (SRI). Critical to responsible investment practice is the consideration of environmental, social and corporate governance criteria in addition to standard financial analysis. Forum members support SRI through portfolio selection analysis, shareholder advocacy and community investing.
Learn more | Become a member of the Forum >
Get Started and Learn More
Access Publications
- The Social Investment Forum provides access to a wealth of information on socially responsible investing. Visit our Publications page >
Get the Latest Research
- Research continues to demonstrate the positive effects of socially responsible investing. The Social Investment Forum coordinates and funds original research on social investment. Visit our Research page >
View Mutual Fund Performance Charts
- A public tool to assist in investing by researching and comparing funds based on factors such as screening, performance, and proxy voting policies.
Get Started with Community Investing
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Through community investing you can begin helping economically disadvantaged communities create jobs, homes and improve the environment by simply opening an account in a community development bank, credit union, or investing in a loan fund. Please visit the Community Investing Center and get started with Community Investing.
Stay Current on News and Recent Developments
- The Social Investment Forum maintains news sources on recent developments in socially responsible investing. Please check our News page often for updates.
Find Our Members in the Member Directory
- Get to know our members — browse the Membership Directory for socially and environmentally responsible financial planners, banks and credit unions, mutual funds, retirement options, and more.
Become a Member of the Social Investment Forum
- Join Us. See the many benefits of membership. The Social Investment Forum is the only national membership association dedicated to advancing the concept, practice and growth of socially and environmentally responsible investing (SRI). Join online today.