Our Socially Responsible Investment
Process
In practice, socially responsible portfolios (SRI) begin by participating in the
similar investment process as other portfolios, hold the same number of stocks, and have the
similar cumulative weighting in industries as other portfolios.
For SRI portfolios, Great Lakes investment managers assume responsibility for avoiding investments in companies
and organizations whose activities and businesses are not consistent with clients' values. We analyze data from research services that specialize in assessing companies' records on social issues.
In addition, our managers research the products, strategies and leadership of these companies
and organizations as part of the screening process. We will not purchase
equity or fixed income securities that fail to meet the client's social investing criteria. Instead, we will substitute socially responsible choices within the same industry or sector, or that share similar investment characteristics.
|
