Earlier this month, I mentioned that I lend a hand to a religious foundation that manages $100 million in stocks and bonds for churches.
My role is twofold: I monitor the money manager, and I also help raise money for the foundation.
Many investors think that the church and the market have very different agendas and motivators – but that’s not always the case.
The foundation I volunteer with follows a practice called socially responsible investing (SRI). You may have heard of it, or you may be familiar with its cousin: environmental, social and governance (ESG) investing.
SRI is a very broad term that …read more
