B$D 58:

What Socially Responsible Really Means

By
May 10, 2019

Saying you’re “socially responsible” sounds like a good thing to say, but what does that really mean? Putting your own values into perspective, that could mean something different...

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Saying you’re “socially responsible” sounds like a good thing to say, but what does that really mean? Putting your own values into perspective, that could mean something different for everyone. In this episode, Kate Stalter explains the metrics used to measure progress and what distinctions are made between sustainable and socially responsible investing. If you want to know more about what fund families really mean or simply how to avoid picking a good feeling over a good investment, tune into this episode of Better Money Decisions.

Show Highlights:

  • Causes that socially responsible funds tend to embrace
  • Deciding where you want to put your money and pinpointing your values
  • What a socially responsible portfolio looks like
  • How different values dictate what socially responsible means
  • How ownership stakes influence management
  • Why you shouldn’t let a good cause take away from a good return
  • Supporting causes that are important to you

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