SRI Fund | desautels-capital (2024)

Socially Responsible Investing

Fund Overview

The Desautels SRI Equity Fund was launched in September 2018 to provide a framework for DCM students to learn about Socially Responsible Investing (SRI).SRIis an investment strategy focused on seeking financial returns through social consciousness. Thestrategy avoidsinvestments that do not meet certain social, environmental or ethical criteria. SRI considers not only the risk-return performance but also the social benefit and ethics of an investment.

SRI Fund | desautels-capital (1)

Environmental
  • Company’s environmental practices and how it manages related risks

  • Commitment to reducing environmental impact

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Social
  • Examine the company’s relationships

  • Engagement with stakeholders (non-shareholders)

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Governance
  • Effective, ethical and transparent oversight of the company

  • Commitment to shareholders’ interests

Publication

Sample Publication

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SRI Fund | desautels-capital (2024)
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