As investors seek to invest in companies doing good in the world, socially responsible investing (SRI) has become the fastest growing financial trend. Germantown-based Falcons Rock Investment Counsel is among a handful of Wisconsin firms exclusively focused on helping people invest with purpose. Turns out, SRI is good for the bottom line, too.
“When environmental, social and governance criteria are integrated into the investment process, research shows those funds perform better,” said Falcons Rock founder Greg Wait.
Wait believes SRI will increasingly become the norm within the next decade: “ESG integration is increasingly seen as part of fiduciary duty.”