Financial Decoder: Season 7 Episode 2

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Portfolio Management
Index Funds
ETFs
Mutual Funds
Behavioral Finance
February 08, 2021

When you invest, are you simply trying to make as much money as possible without taking on too much risk? Or are you trying to accomplish other goals as well, perhaps making sure that your investments align with your values, or that you’re using your money to help make a positive difference in the world? If those latter goals matter to you, you might be interested in socially responsible investing, or SRI.

Michael Iachini, vice president and head of manager research for Charles Schwab Investment Advisory, joins Mark to discuss the differences between SRI, ESG, and impact investing; what to look for in an SRI fund; and the history of performance of these funds, broadly.

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