Beware Socially Responsible Portfolios Being Overweight Stocks: Elyse Cherry Publishes Op-ed in Family Wealth Report

Tuesday, November 6, 2018

Elyse Cherry recently published an opinion piece in Family Wealth Report, a daily online publication for advisors and investment strategists in the wealth management space. As with any investment portfolio, socially responsible investors need diversified holdings to reduce risk. Yet impact investors tend to have SRI portfolios that are heavily weighted towards stocks, Elyse writes in Family Wealth Report. “No bull market lasts forever,” she says, adding that fixed income, including investments in CDFIs, can play a critical role in balancing an impact investor’s portfolio.