What is Socially Responsible Investing (SRI)?

17th June, 2022

Socially Responsible Investing focuses on the environmental and social effects of investments. As a result, SRI investing involves a combination of exclusionary screening alongside various Environmental, Social, and Governance approaches.

The exclusionary screens focus on values, such as controversial business activities, and on climate related screens, such as fossil fuels. Our SRI offering is constructed in the same manner as the other offerings in Davy, all portfolios are diversified across asset classes and investment managers.

The difference in approach of our SRI offering is the managers and instruments we allocate to. At Davy, for our SRI offering, we typically engage with investment managers who are signatories to the United Nations Principles for Responsible Investment (UNPRI). A dedicated SRI Investment Committee is responsible for Davy's SRI offering.

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For more information on SRI investing and our approach, download the Information Memorandum.

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Warning: The information in this video does not purport to be financial advice and does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. You should seek advice in the context of your own personal circumstances prior to making any financial or investment decision from your adviser.