Skip to main content

Holzer & Company, Inc

Contact Us

Holzer & Company, Inc

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Our Services
    • Selecting an investment advisor
    • Fiduciary
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
  • Blog
  • Contact

We are moving in a new direction

Philanthropy Consulting

Our focus will be on charitable giving through private foundations

More to come

 

  Previous   Next

    You are here

  1. Home
  2. Blogs
  3. Socially Responsible Investing Is Here To Stay

Socially Responsible Investing Is Here To Stay

Submitted by Holzer & Company, Inc on June 5th, 2019

In the last year, demand for and availability of investments with  social purpose has increased rapidly. 

Many younger investors are looking for these products and the fund companies continue to introduce these products.

Some have actually offered them for many years, but they are not being rediscovered.

Investment performance of many, not all, has also been very good, tracking the indexes they are matched to. In some cases, they have out performed

the standard indexes in their categories, although usually by small amounts.

 

It is now possible to find low cost versions of funds and/or ETF's from Vanguard, Dimensional Fund Advisors, Ishares/BlackRock and the SPDR group/State Street Advisors.

You can find information on them on the Morningstar website, which now has a Sustainability rating. The lack of uniform standards for these investments is still a problem, but I think

it will continue to get better. The more transparent the investments, the more possible it will be to do valid comparisons.

 

The chart in the photo came from a conference I attended in April called the ESG Growth Summit.

 

 

 

 

Tell a Friend

1 Park Street, Suite 3
Harrington Park, New Jersey
07640 USA

  •  Tel: 201-722-1400
  •  Fax: 201-722-1013
  •  info@holzco.com
  •  

Please read our Disclaimer

© 2021 Holzer & Company, Inc. All rights reserved.

Website Design For Financial Services Professionals