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Featured Advisor



Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management

City:Northbrook

State: IL



BIOGRAPHY:
At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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May 18, 2015 Millionaire Fact of the Day

May 18, 2015 Fact of the Day: Socially Responsible Investing and Impact Investing

 

 

 

DID YOU KNOW THAT A LARGE PERCENTAGE OF INVESTORS ARE FAMILIAR WITH THE CONCEPT OF SOCIALLY RESPONSIBLE INVESTING WHILE A SMALLER PERCENTAGE ARE AWARE OF IMPACT INVESTING OR MICROFINANCE? 

 

 


 

 

 


 


 

In research recently completed by Spectrem Group, investors, when asked to rank their familiarity with socially responsible investing on a scale from 0 to 100, ranked themselves as 46.75.  Their understanding of microfinance, however, was at 31.61 and Impact Investing was ranked at 28.94.  In contrast, younger investors, those under age 35, were much more likely to be familiar with impact investing (35.76) and microfinance (43.12).  Additionally, wealthier households were also more familiar with these terms.

What is socially responsible investing?  In general, socially responsible investing is a strategy in which an investor seeks a financial return but primarily from corporations that are involved in practices that promote environmental causes, consumer protection and human rights.  In the past, it was primarily limited to avoid businesses that were involved in the “sin” industries such as tobacco, alcohol, gambling or weapons.  The definition has subsequently become broader and is focused on corporations that are doing good…not just staying away from companies promoting “sin”.

Microfinance is providing loans and related services to small businesses, primarily in developing regions.

Impact investing is making an investment into a company or organization with the intent to generate social or environmental impact as well as a financial return.

If you are interested in socially responsible investing, microfinance or impact investing, talk to a financial advisor.  Check out our Best Advisors to find the right person for you…..