2015年6月一个阳光明媚的星期五, the Supreme Court of the United States (SCOTUS) made a monumental decision in Obergefell v. Hodges, which drastically changed the country’s 社会 and financial landscape.1 同性伴侣庆祝, the nation’s monuments were lit in joyous rainbow hues, and Americans who identify as LGBTQ+ were married in record numbers.2 在那之后的几年里, companies and investment vehicles have done their best to attract same-sex investors in all sorts of ways.
But how do you know which companies are true LGBTQ+ allies? For some investors, the answer may be Socially Responsible Investing. 继续读下去了解更多.
社会责任投资(SRI), 有时被称为可持续的, 负责任的, 或影响投资, is an investment discipline that considers environmental, 社会, 以及公司治理(ESG)标准.3 换句话说, SRI strategies attempt to allow you to maintain your personal values and goals by investing in companies that have those same beliefs.
How do you decide which companies deserve your investment? An excellent place to start is with your financial professional. Many professionals can help you narrow down your investment ideas until they meet certain criteria, allowing you to completely avoid particular industries that may not align with your values.
Another helpful resource is the Corporate Equality Index (CEI), which rates businesses’ LGBT-inclusivity from 1 to 100. The CEI is constantly updated, allowing investors to see if a company is an inclusive as they claim.4 Another resource that may be useful is the Credit Suisse LGBT Equality Index, which only includes companies that score an 80 or better on the CEI.5
Some LGBTQ+ investors may worry that investing with their values could limit the return potential of their portfolio. 虽然, this notion has been floating around for a while, and a great deal of research tells a different story. 事实上, studies show that companies with higher environmental, 社会, and governance scores and ratings can outperform comparable firms in both accounting and stock market terms.6 But remember, past performance does not guarantee future results.
不要忘记, having a chat with your financial professionals is a good idea if this type of investment approach appeals to you. 谁知道? Perhaps this type of strategy is a good fit.
1. The Supreme Court of the United States, 2015 “Obergefell v. 霍奇斯”
3. Center for Sustainable 投资 Education, 2019
6. 晨星公司,2016. “Sustainable Investing Research Suggests No Performance Penalty”
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. 请咨询法律或税务专业人士 for specific information regarding your individual situation. This material was developed and produced by 消费品 Suite to provide information on a topic that may be of interest. 消费品, 有限责任公司, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. 所表达的意见及 material provided are for general information, and should not be considered a solicitation for the purchase or 出售任何证券. 版权所有2021 love爱博体育app下载.