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Investing with Your Values: Making Money, Making a Difference and Managing Abundance
Making money, making a difference and managing abundance From the growth of the social investing
industry, now over $2 trillion, to the WTO protests that have world leaders discussing human
rights, labor issues and environmental protection, we have reason to celebrate: socially
responsible investing (SRI) has emerged as a key issue in the world's financial markets. With the
growth and attention come new challenges and opportunities for managing abundance in this newly
receptive marketplace.
What does the future of the financial industry look like as SRI
increases its presence and influence? SRI is changing the very architecture of the investing world.
Going forward, stock analysts will need to look equally at a company for both financial and social
impacts. With 48 percent of U.S. households owning stock, the investment services industry needs to
allow greater expression of personal values. The successful financial professionals and investors
will understand both conscience and profit.
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