In delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally meant socially responsible investing, but to many participants it now means sustainably responsible investing. In the early days of the movement, he says, the approach was mostly religious-based and focused on a strategy of avoidance. "I think that was true predominantly up until 1990, when the 20th anniversary of Earth Day rolled around and the environment became a galvanizing factor in the investment decision-making process."
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These articles from IMCA's Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location - taxes, returns, and...
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Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
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