Socially responsible investing

Despite recent challenges, we think the long-term outlook for socially responsible investing (SRI) remains robust.  

When considering a socially responsible investment (SRI) portfolio, it’s natural to have questions. Some people want to know how performance is likely to compare with non-SRI investments, while others want to know how we measure and score our socially responsible portfolios. In this blog we answer some common queries. 

Momentum behind socially responsible investing (SRI) has grown tremendously in recent years, and as a trend rooted in long-term change it can be an ideal strategy to consider when investing for your retirement. So, what impact can a socially responsible pension really have?  

Growing recognition of the collective power of investors has created more interest in socially responsible investing (SRI) – an umbrella term that’s used to describe investing with a focus on environmental, social and governance (ESG) issues. After three years of SRI at Nutmeg, we spoke to some of our clients about why they chose this investment style.

We know that the performance of socially responsible investment (SRI) strategies can be an area of concern for our clients. It’s sometimes assumed that investing with an SRI focus will incur trade-offs when it comes to performance, and potentially lead to lower returns. Here, we lay out how our socially responsible portfolios have performed and what we expect from them in the future.

The pandemic has brought the importance of being financially prepared into the spotlight. Coupled with concerns around climate change, growing numbers of adults have been investing in socially responsible investments for their child’s future.

It’s an issue that affects billions of lives, entire economies and receives far too few column inches. We take a look at how Nutmeg investors, and investors more generally, can limit their exposure to – and even alleviate – water stress.