Robbie Schneider, as a financial specialist, has recently spent time in the USA discussing a niche investment service that helps people get involved in socially responsible investing (SRI).

Robbie offers a solution that the client can easily understand. SRI is becoming a mainstream investing style all around the world, with even the lay person interested in learning more about it. By leveraging extensive experience within the industry, Robbie can provide information and education for individuals looking to invest in this rising sector.

SRI is investing that is considered socially responsible due to the nature of the business the investment is in. It is seeking out companies engaged in social justice, alternative energy, clean technology efforts and environmental sustainability. SRI also includes ‘green’ or ethical investing, and involves any investment which brings financial return as well as positive social/environmental change. SRI has rapidly grown in the UK retail funds market, expanding tenfold over the past decade to become a $6 billion industry.

Robbie has seen his client’s funds rapidly grow by 18% in the past 12 months through SRI investing. This compares with 15% growth in similar funds that are not specifically certified as SRI investments, so he is well placed in terms of educating the layperson about investing in SRI.

Robbie says, the key is to take the time to get to know clients, so he can fully understand their needs to tailor make the best financial plan for them to ensure their financial future and freedom. As a veteran in financial planning SRI is becoming a valuable part of the overall mix with its own unique benefits.

If you are interested in finding out more about SRI, you can visit the Succession First website.

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