Socially Responsible Investing (SRI) means investment decisions are conducted with deliberate application of the investor’s moral, ethical, social and/or environmental values. Canterbury has a long history of working with clients to construct socially responsible investment guidelines. We help clients develop their own SRI policy and then help to implement that policy by either creating a list of prohibited securities or by regularly screening portfolios to ensure the guidelines are being adhered to.
To find out more about how Canterbury can help you meet your unique goals, contact us today.