Ethical investments - Egea SRI

A Guide to Sustainable Investing

Sustainable Investing

Are you investing in a socially responsible manner? Invest sustainably and make a difference with Egéa SRI. Socially responsible investing is the exclusive focus of Egéa SRI. Our Chartered SRI Counselors will help you invest your Roth IRA, Traditional IRA, or Investment Account in a socially responsible manner. We create and manage Sustainable ESG Portfolios. We are passionate about the health of the planet and the health of society. Our negative screen and positive screen investing strategies allow you to invest in companies you choose and avoid ones that you do not. Learn more about socially conscious investing with Egéa SRI, and get a free consultation or open an account today

Sustainable Investing at Egéa SRI

If you are wondering how to make a difference in the world, one way is sustainable investing. Socially responsible investing is on the rise. At Egéa SRI, we are at the forefront of the wave of sustainable and socially responsible investing.

Perhaps you are already living sustainably in other ways: recycling, shopping locally, and making informed decisions with your purchases. It’s time to do the same with your investments. Your investments can also reflect your goals, your personal lifestyle, and your beliefs. 

Our firm works with clients who want to build a sustainable 401k and high net worth individuals who want to build their legacy and make a difference in the world. 

What You Need to Know About Socially Conscious Investing

responsible investing

If you are interested in investing in socially responsible investments, you are not alone. Socially conscious investing is an investment strategy that aims to generate both social change and financial returns for an investor (you.) 

What Makes an Investment Socially Responsible? 

ESG analysis is the underlying factor in virtually all SRI strategies. Environmental, social, and governance (ESG) risks and opportunities are the criteria from which a set of standards is created to allow socially conscious and sustainable investors to screen investments. 


A company must consider its contributions to broad environmental factors, such as: 

  • Climate Change
  • Energy Use
  • Pollution 
  • Washing Materials 
  • Damage to Forests 
  • Harm to Wildlife and Their Habitats 


Social criteria are used as a way for investors to evaluate a company’s stance on: 

  • Human Rights 
  • Political Matters 
  • Community Engagement 
  • Commitment to the health, safety, and wellbeing of its workers and community at large 
  • labor/employee relations 
  • Policies and practices on using child or forced labor 


Risk and opportunity factors taken into consideration include a company’s: 

  • Business Ethics
  • Board Structure and Independence 
  • Diversity of Leadership 
  • Representation of women and minorities on governing boards and in executive-level positions 
  • Companies managed in ethically responsible manners

Do You Want to Learn More About Socially Responsible Investing?

socially responsible

Consider this – Global ESG assets may surpass $41 trillion by 2022 and $50 trillion by 2025, one-third of the projected total assets under management globally, according to a new report by Bloomberg Intelligence (BI). This trend continues the rise of ESG assets after they surpassed $35 trillion in 2020. If you want to learn more about socially responsible investing, contact us at Egéa SRI today. 

What Does a Responsible Portfolio Look Like? 

A responsible portfolio might look different for each investor, depending on his or her priorities. Some investors prefer a negative screen, which is keeping specific types of investments out of their portfolios (like fossil fuels, weapons, or tobacco.) Other investors focus on what they wish to include in their portfolios, which is called a positive screen. This means choosing to invest in companies that share their priorities, which might include gender or racial diversity or environmental stewardship. 

How Do Sustainable Investments Perform in Comparison to Traditional Investments? 

There is a misconception that in order to invest sustainably, you have to give up on profitability. However, the opposite is true. The data shows that profit and sustainability can coincide when it comes to investments. In fact, there are some distinct upsides to ESG (Environmental, Social, and Governance) investing. Today’s investors and corporations are becoming more and more environmentally conscious and are finding new strategies that can be both profitable and environmentally sound at the same time. 

Ethical Investments 

ethical investments

If you are an investor who is looking for guidance when it comes to SRI investing, we can help you set up a portfolio and properly allocate funds in your Roth IRA, Traditional IRA, Investment Accounts, and 401ks. We have the financial planning tools that you need for retirement and financial planning, along with the necessary investment screens to tailor an ESG portfolio. Investing, particularly sustainable investing, can be overwhelming at times. We help you get started.  

What is SRI?

SRI stands for Socially Responsible Investment, or Sustainable, Responsible, and Impact Investments. Socially responsible investing is an investment that is considered socially responsible due to the nature of the business the company conducts. At Egéa SRI, we focus on ideas, beliefs, and causes that are important to you, the investor. 

What is a Chartered SRI Counselor? 

Our Chartered SRI Counselor designation is what separates Egéa SRI from the rest of the industry. The CSRIC™ program provides financial advisors and investment professionals with foundational knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Contact us today to have one of our Chartered SRI Counselors™ help you make a difference. 

About Egéa SRI 

We are a Chicago-based Sustainable ESG firm serving clients nationally. Our sustainable ESG investment team has been creating sustainable portfolios since 1999. We strive to align our clients’ beliefs and values with their investments. 

What Does Egéa Mean?

The word egéa is derived from the Greek goddess of health. 

Open an Account with Egéa SRI Today 

It is possible to both grow your investments and invest in your beliefs. Put your money where your heart, brain, and beliefs are. Together, we can make a difference by investing responsibly. We create and manage sustainable portfolios so you can invest with confidence. If you are ready to learn more about how socially responsible investing can help you reach your financial goals, schedule a time to speak with an Egéa SRI team member, and open an account today. 


Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.  If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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