Lei Liao CFA and Jim Campagna CFA

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INVESTING MUTUAL FUNDS OCT 27, 2014
SRI indexes delivered market-like returns and risk, while pursuing social goals

Interest in socially responsible investing (SRI) is increasing rapidly. From 2003 to 2012, SRI assets in the U.S. grew 54% to reach $3.31 trillion,1 according to the Forum for Sustainable and Responsible Investment (US SIF Foundation). This represents roughly 10% of assets under professional investment management in the U.S. as tracked by Thomson Reuters Nelson.