In this book, Patrick Costello, a practicing Certified Financial
Planner(tm), shows busy investors how to implement a socially
responsible and sustainable investment (SRI) strategy. Without
spending an inordinate amount of time or becoming an investing
expert, everyday investors can align their investing process with
their personal ethics and values while earning a competitive
return. Additionally, Patrick introduces the concept of "Green"
investing, which is fundamentally about investor empowerment. Green
investing, with socially responsible and sustainable investing at
its core, goes beyond investment selection and encompasses the
totality of the individual's investing experience. It is critical
that aspiring SRI investors learn to navigate today's complex
investing environment, avoiding pitfalls and leveraging the
resources offered by the professional SRI community. In addition, a
basic knowledge of the principles of portfolio construction is
essential to any investor's success in achieving her goals. Only
after an investor learns these lessons will she be fully prepared
to build a diversified, risk-adjusted, socially responsible and
sustainable portfolio. The financial services industry is rife with
conflicts of interest, marketing hype and enormous amounts of media
"noise." When investing through Wall Street financial service firms
or national banks, investors may be unwittingly limiting themselves
to proprietary trading programs and/or a small handful of mutual
fund families that do not offer much in the way of SRI options.
Investment professionals calling themselves "Financial Advisors"
may in fact be nothing more than salesmen, eager to promote
investment products of dubious value that pay high commissions. A
Green investor is armed with the knowledge required to sift through
financial service propaganda and media noise. She has the skills to
select a financial professional who puts her interests ahead of his
own, and enough of a working knowledge of portfolio construction to
guard against taking inappropriate investment risks. "Green
Investing: More Than Being Socially Responsible" delivers the
following: 1) Clear definitions of what Socially Responsible (SRI),
Sustainable, and Impact investing are all about, 2) Current
objective performance information demonstrating that there is no
need for SRI investors to make a financial sacrifice, 3) Practical
step-by-step guidelines investors can use to add Socially
Responsible and Sustainable investing strategies to their
portfolios, 4) Concise explanations of the differences and
similarities among popular investment vehicles such as mutual
funds, exchange traded funds (ETFs) and separate accounts, 5) An
overview of the science behind the construction of a diversified,
risk-adjusted investment portfolio, 5) An analysis of the influence
of Wall Street firms and large national banks on the investing
environment, 6) A discussion of the impact of the financial media
on the decision-making process of the long-term investor, and 7)
Detailed descriptions of the professional training and standards of
care offered by financial professionals with titles such as
Financial Advisor, Investment Consultant, Certified Financial
Planner(tm). To get right to the heart of the biggest
misunderstanding among ordinary investors: The most current
objective data show that an investor does not have to sacrifice
performance in order to add an SRI element to his or her investment
strategy.
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