Marc A. Hebert’s Money Sense: Socially responsible investing means talking to adviser first | New Hampshire

Although most advisers would agree that socially responsible investing sounds good from a conceptual standpoint, many do not recommend these strategies to clients. One of the main reasons behind this is the historical underperformance of most socially responsible funds compared to traditional index funds. However, as ESG investing continues to evolve, many mutual fund companies are suggesting that these sustainability factors can help identify companies with superior business models.

Source: Marc A. Hebert’s Money Sense: Socially responsible investing means talking to adviser first | New Hampshire

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