Socially Responsible Investing:
Screening Out Guns, Tobacco, & More in Stock Selection

Recently Released!!!
Date Published: November 23, 2018
Summary PowerPoint Deck: 85 Slides
Reference PowerPoint Deck: 806 Slides

The purpose of this research is to provide readers with a comprehensive understanding of socially responsible investing, a growing area of investing. This research combines with Tiburon's research on impact investing to support its broader coverage of socially responsible investing & impact investing, which in turn fits within its wealth management series.

This research addresses the key historical phases of socially responsible investing, including:
  • Emergence Phase
  • Maturation Phase
This research adresses the most common investment vehicles for socially responsible investing, including:
  • Packaged Products
    • Mutual Funds
    • Exchange Traded Funds (ETFs)
  • Separately Managed Accounts
This research defines numerous potential screens for socially responsible investing, including:
  • Alcohol
  • Birth Control
  • Catholic Values
  • Climate Change
  • Community Development
  • Fossil Fuels
  • Gambling
  • Guns
  • Islamic Values
  • Labor Violations
  • Polluters
  • Tobacco
  • Vice
  • Women's Empowerment
  • Worker Safety

And this research makes several future predictions for socially responsible investing, including:

  • Substantial Socially Responsible Investing Market Growth
  • Substantial Growth in Socially Responsible Investing Packaged Products
  • Growing Importance of Investing Themes Important to Women & Millennial Investors


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