Why the CW on SRI Is Wrong

Published Thursday, September 01, 2005

Ever since socially responsible investing began — as a protest against the Vietnam War and as a lever to force U.S. multinationals to stop doing business in South Africa — the concept has been viewed with suspicion in most parts of the investment industry. For financial advisors, the conventional wisdom has been that SRI clients were long on political and ethical commitment, but short on investing smarts. Even worse, they tended not to bring in big accounts. And, by using nonfinancial criteria to pick stocks, these investors were doomed to underperform — as would any broker foolish enough ...

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