Photo of book coverUpdated and Revised!   See  SocialFunds.com for a review of the first edition.

 In this book, Patrick explains how busy investors can implement a Sustainable, Socially Responsible (ESG) investment strategy while earning a competitive return.

“Green Investing: More Than Being Socially Responsible” begins with two statements:

  • Without spending an inordinate amount of time, or becoming an investing expert, everyday investors can align their investing process with their personal ethics and values
  • The data show that investors do not have to sacrifice performance when adding a Sustainable, ESG screening component to their investment process

Green investing, as defined in this book, has Sustainable, ESG, Socially Responsible investing at its core, but then enlarges the concept to encompass the totality of the individual’s investing experience.

Green investors are able to go beyond the basics of a Sustainable investment strategy and successfully navigate today’s complex investing landscape, avoiding pitfalls and leveraging the resources offered by the professional sustainable investing community and the Certified Financial Planner Board of Standards.

Many Challenges Await

The financial services industry is rife with conflicts of interest, marketing hype and enormous amounts of media “noise”. Most investors don’t realize that when working through large national or regional financial service firms, they may be encouraged to use proprietary investments or limit their fund family choices to those that have strategic relationships with the parent company.

Investors may also receive inaccurate information about the number, diversity or performance of sustainable funds from the employees of these firms.

“Green Investing: More Than Being Socially Responsible” delivers:

  • An analysis of the differences and similarities between Socially Responsible, Sustainable/ESG, and Impact investing strategies
  • Current objective performance information demonstrating that SRI investors do not make a financial sacrifice
  • Practical step-by-step guidelines investors can use to add Sustainable, ESG investing strategies to their portfolios
  • A summary of the attributes of popular investment vehicles such as mutual funds, exchange traded funds (ETFs) and separate accounts
  • An overview of the science behind the construction of a diversified, risk-adjusted investment portfolio
  • Consideration of the impact huge investment firms and banks have on the investing environment and investor behavior
  • A discussion of the effect of the financial media on the decision-making process of long-term investors
  • Detailed descriptions of the professional training and standards of care offered by financial professionals with titles such as Financial Adviser, Investment Consultant, Insurance Agent or Certified Financial Planner™