Social Justice Investing
After more than a decade advising our clients on how to align their progressive values with their investment dollars, we discovered a disturbing trend in socially responsible investing (SRI).
RISE is a set of investment portfolios managed by Robasciotti & Philipson, a wealth management firm living progressive values for over a decade. The RISE Portfolios combine an evidence-based investment strategy with a social screen developed by the RISE Community of investors. The RISE Community is supported in articulating their values and maintains the RISE Social Screen in collaboration with the investment managers. Together, we’re transforming socially responsible investing into social justice investing!
Learn more about how RISE works below.