The topic of Responsible Investing has recently garnered a lot of attention. While it may be referred to by various names, such as Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), Diversity Equity and Inclusion (DEI), Sustainable Investing or others, we believe all of these references belong under the broader heading of Responsible Investing.
The research team at LVW Advisors recently wrote a whitepaper providing more information on the topic of Responsible Investing, and how a client can identify the issues important to them and reflect these views within their portfolio.
