Robert Keane of Investment Advisor has a nice piece on the history and evolution of socially-responsible investing. As he points out, over the years SRI investing has shifted more toward a focus on positive qualitative criteria. Nowadays, most firms use positive scores on environmental, social, and corporate governance to form the basis of their screens.
Perhaps somewhat under the radar, one member of Dorsey, Wright’s family of Systematic Relative Strength accounts is an SRI account screened for us by KLD Research and Analytics. If you have clients with an interest, you can request more information here.