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Featured Advisor



Asset Preservation Advisors




City:Atlanta

State: GA



BIOGRAPHY:
APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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May 29, 2015 Millionaire Fact of the Day

May 29, 2015 Fact of the Day:  Can socially responsible investing produce competitive returns?

 

 

DID YOU KNOW THAT MOST INVESTORS BELIEVE THAT SOCIALLY RESPONSIBLE INVESTMENTS WILL RESULT IN A SIMILAR RETURN AS OTHER INVESTMENTS?  

 

 


 

 


 


 

In research recently conducted by Spectrem Group, roughly the same percentage of investors felt that the return for a socially responsible investment should be the same as other investments as did the number of investors who believed it should be less.  Only a small portion felt the returns would be better.

Older investors were more likely to believe social investments would have a lower return than other investments.  This has historically been the belief and it will be harder for older investors to believe otherwise.  Men are also more likely to believe that socially responsible investments will underperform the market.

If you are interested in discussing socially responsible investments with an expert, talk to our Best Advisors…..