Sonya explains ESG, SRI, and Impact Investing- each in under a minute, on captioned video.

I'm excited to share with you a paper I co-authored on the racial disparities in staffs and boards of SRI mutual funds. Socially responsible funds pursue positive social and environmental impact through both investment selection and shareholder engagement. Because people of color are often affected first and worst by the issues SRI funds are trying to improve, it would behoove the industry to have people of color in decision-making positions at these firms, at least in an amount representative of the US population. (Although I'm making the business case here, but I don't believe we need a business case to treat people equitably and create systems that are more just.)

One of the benefits of using impact investing and ESG strategies with clients is that it allows clients to connect with their investments on more than just financial considerations. I wonder though, if the appreciation of knowing what you own is reflective of a larger trend. Has the move toward indexing led us to lose sight of what investing really is?