SRI World Group provides consulting services to institutions and advisors that are evaluating sustainable and responsible investment strategies. SRI World Group is not a financial advisor and we do not sell financial products. As an information provider, we are simply focused on providing thorough and objective analysis to our clients so they can make informed decisions.
SRI World Group’s services fall within the following categories:
- Focused analysis: Each institution faces unique circumstances based
on its mission, its state of incorporation, and its financial resources. SRI
World Group helps organizations understand the sustainable and responsible
investment strategies that best fit their needs. This includes helping organizations
craft investment policy statements that reflect these strategies.
- Presentations: SRI World Group helps trustees and institutional staff members understand
the benefits and risks associated with sustainable and responsible investment
strategies. By providing a description of investment options along with
analysis and data on financial performance and fiduciary responsibility, SRI
World Group addresses the most common questions fiduciaries ask
about sustainable and responsible investment strategies.
- Workshops: Working with individuals from a single institution or from multiple institutions, SRI World Group helps workshop participants understand sustainable and responsible investment strategies. By walking through key decision steps, participants can identify what strategies may be the most appropriate for their institution and what factors are the most important determinants.