Individual or collective socially responsible investment (SRI) integrates - apart from the financial criteria - social, environmental and/or ethical criteria into the processes of analysis, selection, and choice of investment.

Responsible Investment Principles (PRI): extract from the programme, under the aegis of the UN, signed by large international investors:

"By reason of our fiduciary responsibility, we believe that the environmental, social and governance stakes (ESG) may affect the performance of investment portfolios in different degrees according to the company, economic sectors, regions, classes of assets and the term of investment".

Socially responsible investment may take the form of:

• Socially responsible funds, durable performance funds ("best in class"), or thematic funds, such as green funds, Human Rights funds, etc.
• Grounds for exclusion, for moral or religious reasons, these exclude securities such as armaments, gambling, tobacco, etc.
• Integration, into the mainstream analysis and management, of pertinent extra-financial information.

Comment:
Sharing funds, which are defined by the redistribution of a part of the dividends or profits of associations, and the joint and several financial products may also respect SRI standards.