Socially Responsible Investing meet the Quants!

The SRI and quantitative investment community do not have a long history working  with each other. That looks like it is about to change. The Wall Street Journal wrote that some well know pension funds, socially responsible managers and quantitative firms are now working together.

Math geeks and altruists are forging unlikely alliances in the quest for better investment returns.

New funds are springing up that blend quantitative investing, using financial data and computer models, with socially responsible investing, a method of picking stocks based on a company’s environmental, social and governance practices, known as ESG.

The Global SRI portfolio managed by Everest and Harrington have been using a quantitative factor model developed by Haugen Custom Financial Systems since 2004. For more information about our approach please contact us.

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