Socially Responsible Investing
As early as the 18th Century, Methodist founder John Wesley outlined the basic principles of supporting industries which provided economic growth without causing any social or environmental harm. Today, many investors strive to encourage corporate behaviors that promote environmental protections, consumers' issues, human rights, and workplace diversity.
What began historically as "ethical investing" is today regarded as socially responsible investing (SRI). SRI is based upon considerations of portfolio holdings from the standpoint of both financial returns and the objectives of sustainable social progress. This is accomplished in today's financial markets by focusing on industries and companies that strive to avoid environmental or social harm while responding to shareholder advocacy and the need for community investing.
These principles are the foundation of J. Dyhr Capital's SRI analyses and strategies, and have put us at the vanguard of advisory firms specializing in SRI throughout Solvang, Santa Barbara, and the Santa Ynez Valley.
Our commitment to socially responsible investing (SRI) as an element of sound financial planning is supported by the incomparable analytical data provided directly to us by Chicago's Morningstar Inc., the leader in evaluating how well the companies in an investment fund’s portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries. .
At J. Dyhr Capital, we carefully assess SRI opportunities against the Morningstar Sustainability Rating to assure our clients' investment objectives are met and supported by intelligent, independent perspectives.