November 20, 2014 - Read the full Your Mark on the World article and watch the interview here: http://bit.ly/1uwuOYf. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. The wealth management firm Envestnet|PMC recently published a study that looked at investment returns on socially responsible investments. The results were surprising. “This Envestnet|PMC study shows that Socially Responsible Investing (SRI) funds perform as well, on average, as non-SRI funds, but with less of a downside in down-markets,” explained Brandon Thomas, Envestnet|PMC Co-Founder and CIO. “These findings could persuade conservative investors to use these types of funds as part of their portfolios as much for their particular investment profiles as for the ‘social good’ aspect - which is just an added bonus.” “It shows that investors who want to do good are not having to give up financial returns for societal/environmental returns, which is good for everyone,” Brandon concluded.
#157: Study Answers Question 'Do Socially Responsible Investments Yield Less?'