BJK Financial Group Blog

Socially Responsible Investing is Good for your Portfolio as well as your Conscience


I have been providing socially responsible financial advice to private investors for 6 years now. One of the things I hear most often is along the lines of “Socially responsible investing is all well and good but I need to make sure I maximize my earnings. Now.”

This response is frustrating because I know that one of the best ways to maximize your investments is by investing with socially responsible principles in mind.

In fact, a 2015 study conducted by the Carleton Centre for Community Innovation stated that:

  • The traditional investment approach argues that SRI limits the investment universe and results in a decrease in value. But this view is not backed up by empirical evidence… most studies show that SRI funds deliver comparable and, in some cases, superior returns to those of traditional funds.

SRI works as a solid investment strategy. Period.

Making investment decisions based on SRI is not about “or” – I can invest ethically or I can make money. It is about “and”. I can invest money ethically and I can make money on those investments.

In fact, you increase your returns and your security by investing in SRI related funds. Sort of like having your cake and eating it too.


SRI finds the best things to invest in - all round

Think about it. Corporate success relies on many factors. Ultimately, both financial and social perspectives play a role in determining a company’s long-term success and its bottom line.

While short term success may come from following fast and loose practices you should remember that you are investing for the long term.

By seeking out companies with a proven record as good corporate citizens you can minimize the likelihood that a centerpiece of your investment portfolio ends up on the front page of the newspaper with a story reflecting a lapse in corporate judgement.

In-depth reviews of corporate practices will help you to find the gems that will grow steadily into the future. And good solid SRI studies do that for you.

SRI does not ignore sound financial principles. It adds to them. And your portfolio is stronger for it.


The numbers prove it – SRI improves your chances and your return

The Carleton study, published in 2015, pointed out that the SRI sector was already seeing significant growth. That growth has only increased since then.

In February in a report titled Sustainable Fund U.S. Landscape Report, Morningstar pointed out that:

Sustainable funds attracted a record $51.1 billion in net flows in 2020, more than twice the previous record set in 2019. Sustainable fund flows accounted for nearly one fourth of overall flows into funds in the U.S.


Join the party – become an SRI investor today

So come on. Let’s work together to make the world a better place while securing your financial future. Make it happen today. You’ll be happy you did. On so many levels.

Brian Kettles at 3:04 PM
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Brian Kettles
Name: Brian Kettles
Posts: 35
Last Post: April 5, 2024

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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This Blog was written, designed, and produced by Todd Race Copywriting for the benefit of Brian Kettles who is a investment fund advisor at BJK Financial Group a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities.


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