Socially Responsible Investing is a broad-based approach to investing that may encompass the consideration of environmental, social and corporate governance criteria in addition to standard financial analysis.
The Contravisory Ethical Portfolio excludes stocks whose principal line of business is not compatible with a moral and ethical posture. It restricts ownership of firms which profit specifically from liquor, tobacco, gambling, and pornography.
Socially responsible investors include individuals and also institutions, such as corporations, universities, hospitals, foundations, insurance companies, public and private pension funds, nonprofit organizations, and religious institutions.
“The decision to expand our SRI division is based on a company-wide desire to serve as socially responsible stewards for many of our clients,” said William Noonan, Chief Executive Officer of Contravisory Investment Management. “We look forward to providing portfolio selection analysis and management that advances the practice and growth of socially responsible investing.”
About Contravisory Investment Management
Contravisory Investment Management is an investment management firm specializing in equity portfolio management for high net worth individuals, families and institutions.
Since 1972, Contravisory Investment Management has advised the world's largest and most successful financial institutions with its equity research products. The firm offers that same expertise and superior performance to individuals, families and institutions with a focus on delivering the highest level of personal service and accessibility. Few firms have Contravisory’
Contravisory's proprietary methodology, supported by its real-time data base of more than 1,000,000 buy/sell signals, and proven by its application over a diversity of market cycles since 1972 has positioned the firm uniquely in the investment community as a highly-competent independent research provider and highly-disciplined equity manager. Contravisory Investment Management maintains headquarters at 99 Derby Street,
Hingham, MA 02043. For additional information about services, please call (781) 749-3380 or visit www.contravisory.com.
