
Sign up to save your podcasts
Or


The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in a socially responsible way. This area of investing can seem overwhelming and complicated, but we break it down for you:
SRI=Socially Responsible Investing – This is typically religious or moral principles. We’ll screen for things people like to avoid and exclude them from investment.
ESG=Environments, Social, Governance – This could be pollution, green energy initiatives, labor relations or customer satisfaction.
SCI=Socially Conscious Investing is a combination of SRI and ESG.
By Mariner5
5757 ratings
The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in a socially responsible way. This area of investing can seem overwhelming and complicated, but we break it down for you:
SRI=Socially Responsible Investing – This is typically religious or moral principles. We’ll screen for things people like to avoid and exclude them from investment.
ESG=Environments, Social, Governance – This could be pollution, green energy initiatives, labor relations or customer satisfaction.
SCI=Socially Conscious Investing is a combination of SRI and ESG.

3,223 Listeners

3,210 Listeners

1,939 Listeners

843 Listeners

456 Listeners

2,014 Listeners

287 Listeners

2,111 Listeners

456 Listeners

9,833 Listeners

1,407 Listeners

5,470 Listeners

315 Listeners

29,146 Listeners

141 Listeners