Socially Responsible Investments (SRI)
 You may think of these investments as "ethical investments", "sustainable investments", "clean technology investments" or "socially responsible investments", or simply "SRI". They are all terms used today to describe the products or services available for people who want to invest in line with their values.
Responsible investment is an umbrella term to describe an investment process which takes environmental, social, ethical or governance considerations into account. This process complements (or is incorporated into) the usual fundamental investment selection and management process.
These investment options are now producing good returns, and investors are no longer sacrificing investment returns for responsible investing. |
Frequently Asked Questions
What is Socially Responsible Investment (SRI)?
How do responsible investment products differ?
What does this mean for me?
How do I know a fund is certified?
How do I invest in SRI alternatives?
What is Socially Responsible Investment (SRI)?
There are a range of terms used today to describe the products or services available for people who want to invest in line with their values. Many of these terms will be familiar such as ethical investment, sustainable investment, socially responsible investment, clean technology investment or simply "SRI".
Responsible investment is an umbrella term to describe an investment process which takes environmental, social, ethical or governance considerations into account. This process complements (or is incorporated into) the usual fundamental investment selection and management process.
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How do responsible investment products differ?
Responsible investment products differ from mainstream investment products because they systematically take environmental, social, ethical or governance considerations into account in the making of investment decisions. Responsible investment products can differ from each other by the way in which they take these issues into account. Typically a responsible investment product will manage environmental, social, ethical or governance issues using one or more different practices.
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What does this mean for me?
It is important when making your choice about a responsible investment product or service that you understand how it takes environmental, social, ethical or governance issues into consideration and that it meets your financial needs.
You may wish to avoid certain industries or you may wish to seek out ones that you are keen to support. Alternatively, you may be happy to have your funds invested across all industries as long as your money is supporting the companies that are leading in terms of sustainable business practices.
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How do I know a fund is certified?
Developed over two years with extensive industry consultation, the Responsible Investment Certification Program (formerly called the SRI Certification Program) was driven by investors' requests for help in making informed choices regarding investment opportunities that take into account environmental, social, ethical and governance considerations, as well as financial returns.
 Display of this Symbol certifies that a Licensee has adopted educational and disclosure practices relevant to their License category.
Designed to act as a website navigational tool, the Symbol helps consumers identify products and services that take environmental, social, ethical or governance issues into account which have been certified by RIAA.
The Symbol is intended to make it easier for consumers to compare and contrast investment opportunities and make an informed choice responsible investment products and services.
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How do I invest in SRI alternatives?
You need to find a super fund that has a diversified range of SRI options within their product. You should also ensure they are certified by the Responsible Investment Association.
Some funds, amongst their numerous investment options, offer a wide range of SRI alternatives, in conjunction with the ability to invest directly in the ASX 300 shares. This provides
a platform of choice for those seeking a diversified portfolio including SRI investments. Click here for further information about
funds offering investments in SRI alternatives.
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