Download PDF Report Here “The decision to invest in one place rather than another, in one productive sector rather than another, is always a moral and cultural choice.” – Saint John Paul II, Centesimus Annus 36 Executive Summary Christian Principles – The value of integrity The aim of this report is to […]
Probably the biggest criticism of SRI investing is that constructing a portfolio from a restricted universe of opportunities will impose too great a cost on the portfolio’s risk-adjusted returns, relative to their unrestrained counterparts. In other words, when trying to “do good,” there will be too heavy a cost on the portfolio.
When looking at the Inspire Small/Mid Cap Impact Equal Weight Index, early indications show a possible positive risk-adjusted performance benefit when using Inspire’s Impact Scoring methodology to construct their index. From 2012 to 2016, the Inspire index outperformed an equally weighted 50/50 blend of the S&P 400 and S&P 600 by over 4%, on an annualized basis, while maintaining a similar standard deviation.