According to Morningstar, flows into sustainable funds totaled $21.4 billion in 2019, more than a quadruple increase from the previous annual record of net flows.

In the 1990’s Socially Responsible Investing (SRI) became a convenient way of expressing your views about unpopular activities. For investors opposing Apartheid practices, investors could choose to exclude companies doing business in South Africa.

The last couple of weeks have felt like a roller coaster for many investors. Everyone says they’re a long-term investor, and can stomach market volatility, until it occurs – then they’re tempted to head for the exits.

It all begins with an idea.

While asset allocation model portfolios have been around since the early 1990s, they’ve evolved a great deal over the past couple of decades.