SRI vs ESG: Unlocking Sustainable Investment Profits

In today's market, investors seek ethical and profitable investments. Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) investing have emerged as popular choices. But SRI vs ESG, which is the better option?

Comparison Matrix

Success Stories

• Case 1: Vanguard's FTSE Social Index Fund (VFTSX) has generated a 12-month return of 14.9% (as of March 2022), outperforming the S&P 500.
• Case 2: BlackRock's iShares Global Clean Energy ETF (ICLN) has delivered a 25% return over the past 5 years, benefiting from the rising demand for renewable energy.
• Case 3: Calvert's Calvert Global Water Fund (CWFAX) has invested in companies that provide clean water and sanitation, generating a 10-year average return of 7.3%.

Making the Right Choice

Choosing between SRI vs ESG depends on your individual values and investment goals.

• If ethical considerations are paramount, SRI is the preferred option.
• If long-term sustainability and financial resilience are your priorities, ESG may be a more suitable choice.

Take Action Now

Embrace the power of SRI vs ESG investing to align your money with your values and unlock sustainable profits. Contact a financial advisor today to explore your options and make the right choice for your portfolio.