Socially Responsible Investing (SRI)

SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI, also known as socially conscious, sustainable, and ethical investing.
Core IssuesStrategies

There are a wide range of issues that socially responsible investors can address


climate change (fossil fuel free investing)


board diversity


labor practices (supply chain labor conditions)


executive compensation


corporate political contributions

It is easy to participate at various levels and make a genuine impact. This does not mean sacrificing financial gains. Investors can do as well with social investments as they can with conventional investments.

There are three primary strategies utilized by SRI


using positive and negative filters to select investments

Shareholder Advocacy

using the rights of a shareholder (through SRI mutual funds or individual stocks) to influence the direction of business

Community Investments

providing access to credit, equity, capital, and basic banking products for low-income communities

Learn More about SRI

AIO Financial’s podcast and blog cover many SRI topics and investments. AIO Financial offers regular webinars about SRI and addressing climate change through investments. AIO Financial also created a free ebook to help socially conscious investors easily invest in-line with their values.

Watch our SRI Overview Video

Impact Financial Planners

Visit our site Impact Financial Planners for shareholder advocacy updates and news about Sustainable, Responsible, Impact Investing.

Get a free Socially Responsible Investment Guide


Learn about making an impact with your investments.

AIO Financial, 520-325-0769

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