Sustainable finance

Socially Responsible Investing (SRI)

Investment practice integrating social, environmental and ethical criteria — the historical root of today's sustainable finance.

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Definition

Socially responsible investing is an investment discipline that considers environmental, social and governance criteria alongside financial analysis in selecting and managing investments, using strategies from negative screening (excluding weapons, tobacco, fossil fuels), through best-in-class selection and ESG integration, to active ownership and impact investing. Rooted in religious investment traditions and the anti-apartheid divestment campaigns of the 1970s–80s, SRI professionalised into what is now called sustainable or responsible investment, coordinated globally by the Principles for Responsible Investment (2006).

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