Client Feedback: Investment Screens

Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked our clients if they wanted to apply one or more socially responsible investment (SRI) screens to their investment strategy and, if so, which one(s). We also invited our clients to let us know which stocks, if any, they wanted to avoid. The following is a summary of the responses.