PA Expert Insight: Don’t forget there is an ‘I’ in SRI

The attitude of investors is changing to include their more responsible approach to their lifestyle choices in their investment decisions – but are the fund managers keeping pace?

At our recent Portfolio Adviser SRI event, we took the chance to ask three specialist SRI fund managers how they are reacting to their investors’ responsible attitude to their investment choices.

Can they run an SRI fund that truly satisfies their investors’ needs for both an SRI overlay that follows very specific, socially-responsible themes and positive returns from alpha generation?

The fund buyers at our event did not think so, so what do the fund managers think?