Sustainable. Responsible. Investing.

Aligning investments with values.

By: RCB Bank | Category: Financial Services | Issue: August 2018

AUGUST 2018

Get$Fit Tip:
Invest in the future you want.

Aligning investments with values.
Values shape behavior. And the choices we make in life, especially the really important decisions, are often linked to our principles.
Why should investing for your future be any different? 

There is a growing trend in investing — sustainable, responsible and impact (SRI) investing.

Sustainable investors consciously choose to invest in companies that contribute to advancements in environmental, social and corporate goverance (ESG) practices, e.g., clean tech, labor and human rights, anti-corruption policies.

SRI investing has grown 33 percent in the U.S. since 2014. That equates to $8.72 trillion. SRI now accounts for more than one out of every five dollars under professional management, according to the latest SRI trends report, published by The Forum for Sustainable and Responsible Investment Foundation (US SIF).

Research also reveals a positive correlation between SRI strategies and corporate financial performance. A 2017 study conducted by Nuveen TIAA Investments found that investing in SRI strategies did not lead to a decrease in performance or an increase in risk.

The MSCI KLD 400 Social Index, one of the first socially responsible investing indexes, has performed right in line with the S&P 500.

In fact, during the February 2018 market downturn, SRI funds actually outperformed the broad market, according to Morningstar investment research company.

Wondering what impact your investments are making?

Ask your financial advisor for a portfolio review to see if your current investments include SRI companies.

Learn more about SRI at ussif.org, or speak with a financial advisor.


« All August 2018 Stories

RCB Bank Financially Fit

For more information, contact:


More about RCB Bank Financially Fit:

Top Stories

A Really Big Air Show

AUGUST 2018 Celebrate aviation in the heartland with pilots landing on the Will Rogers Birthplace Ranch airstrip, adjacent to the house where Will was born Nov. 4, 1879. ... Read more »

A Park for Everyone

September 2018 They say good things come to those who wait, and never has this been more accurate than of The Gathering Place coming to Tulsa!  The wait is over wi…... Read more »

Why is Martial Arts Good for Kids?

AUGUST 2018 In Stephen Covey’s bestselling book, 7 Habits of Highly Successful People, the author lists the following as one of the foundational habits: “Be…... Read more »

Oklahoma's Rose

AUGUST 2018 13 is not an unlucky number for Broken Arrow. ... Read more »

It's Time To Enter The Fair

AUGUST 2018 Since 1914, the Rogers County Fair has entertained, amazed, and delighted adult fair-goers and children of all ages with its rides, competitions, animals and events. ... Read more »