NEW YORK (Fortune) — Lowell, Blake & Associates is a small, socially-conscious private investment advisory firm with an uncommon approach that’s paid off well for clients lately.
As part of its ethical guidelines, LBA shuns bank stocks, because it believes banks make money by encouraging consumers to go into debt. As a result, the firm has sidestepped one of the great investing catastrophes of our time – the collapse of the financial sector.
via Investor Daily: The payoff of ethical investing – Mar. 5, 2009.
Is this one of those scarce successful examples?
There are many examples of SRI portfolios outperforming ‘conventional’ ones. Best to look into the academic and industry research on my site at: http://investingforthesoul.com/Main%20Pages/ethical-investing-CSR-research-studies.htm
Best wishes, Ron Robins
Comment by Ron Robins — 三月 8, 2009 @ 12:45 am |
Thank you, Ron. Your comment has enlightened me and the information you referred to proved to be very inspiring and useful.
Best regards, Anthony Chan
Comment by klchan97 — 三月 8, 2009 @ 3:01 pm |