Socially Responsible Investing Articles
September 2024
Sustainable Investing: The Difference Between Growth and Value-Based Strategies
AAII Journal Article by Wayne A. Thorp
The distinctions between different types of sustainable investing are becoming crucial in guiding investor choices and influencing the broader market dynamics.
June 2022
Gauging the Current Robo-Advisers on Features & Returns
AAII Journal Article by Ken Schapiro
Insight from The Robo Report into the most compelling robo services for 2022.
May 2022
Finding ESG Mutual Funds and ETFs
AAII Journal Article by Wayne A. Thorp
Investors are increasingly applying nonfinancial environmental, social and governance (ESG) factors to their investment analysis to identify material risks and growth opportunities. AAII.com shows you which funds have an ESG focus.
May 2022
Join the Sustainable Investing Boom
AAII Journal Article by Jenna Brashear
AAII maintains a Sustainable Investing (ESG) online community where members can connect with one another about ESG investing.
May 2022
Online Exclusive: The Difference Between Sustainable Investing and Impact Investing
AAII Journal Article by Matthew Bajkowski
Investors deeply engaged with the emerging sustainable investing products are those who have learned to match the real practice to its name and understand which sustainable investing strategies they have access to.
September 2021
ESG Initiatives Gain Momentum in 2021
AAII Journal Article by Dylan Dease
As shareholders become increasingly invested in environmental, social and governance (ESG) objectives, the number of negotiated proposals is rising.
April 2021
Thematic Investing for Virtue Stocks
AAII Journal Article by Derek J. Hageman
Our starting point for this month’s First Cut is the iShares MSCI KLD 400 Social ETF (DSI), which is based on one of the first socially responsible investing indexes. It invests in large-, mid- and small-cap companies with high ESG ratings to screen on.
April 2021
Socially Responsible Mutual Funds
AAII Journal Article by Charles Rotblut
This month’s Mutual Fund First Cut seeks out funds classified as following a socially responsible approach to investing.
April 2021
Socially Responsible ETFs
AAII Journal Article by Charles Rotblut
An ETF First Cut that seeks out exchange-traded funds classified as following a socially responsible approach to investing.
June 2020
ESG Equity Mutual Funds
AAII Journal Article by Charles Rotblut
Environmental, social and governance (ESG) investing attempts to match investors’ investments with their beliefs. This month’s Mutual Fund First Cut seeks out mutual funds classified as following a socially responsible approach to investing.
June 2020
ESG Equity ETFs
AAII Journal Article by Charles Rotblut
Environmental, social and governance (ESG) investing attempts to match investors’ investments with their beliefs. This month’s ETF First Cut seeks out exchange-traded funds classified as following a socially responsible approach to investing.
June 2020
Stock Performance Is Affected by a Firm’s Social Responsibility Rating
AAII Journal Article by AAII Staff
One argument for favoring socially responsible investments is that they allow investors to do well while doing good. Does this argument hold up?
June 2019
Investing in Response to Climate Change
AAII Journal Article by David Snowball
Screening for socially conscious mutual funds and exchange-traded funds that have a sustainability focus.
September 2018
Identifying and Screening for Vice and Virtue Stocks
AAII Journal Article by Charles Rotblut
Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
March 2017
The Next Generation of Socially Responsible Investing
AAII Journal Article by Lorne Abramson, Elana Lieberman
Socially responsible investing has evolved to include “best-in-class” companies and several low-cost investment options.
April 2010
Does Social Investing Generate Higher Returns?
AAII Journal Article by Meir Statman, Denys Glushkov
Companies with high social responsibility ratings outperformed companies with low ratings, but to get the highest returns, you should not shun shares of any company.