Sunday, October 3, 2010

Ethical investment funds come of age, and performance

In a recent interview, Sebastian Beloe, head of Sustainable and Responsible Investment (SRI) research at Henderson Funds shares his views on the evolution of SRI funds, investment themes that he finds attractive and how sustainable funds fared in the post-crisis environment.

On the evolution of sustainable mutual funds:  "In the old days, SRI was about what you could not invest in - like tobacco. The whole thing has become inverted and now it is about all the areas you can invest in, should invest in. Our whole proposition is that these markets are handsomely placed to grow, make money for investors, and that if you care about the fact that it is an environmental technology then fine, but if you do not, then that is fine as well.

"I personally do not want to invest in anything to do with tobacco or gambling - my personal ethics if you like - but the fact that we have SRI funds that outperform, that are in the top or second quartile over five years and which do not invest in these areas is a win-win situation. The question you should ask is, why wouldn't you want to invest in such funds?"  Click here to read the full article at mindful money.com

No comments:

Post a Comment