FBB’s Socially Responsible Investment (SRI) Strategy places a high priority on owning companies with sustainable growth prospects. Our SRI Strategy also targets a total return with a focus on capital appreciation supported by dividend income. FBB’s approach to socially responsible investing applies a series of metrics across our holdings identifying those with the highest overall SRI ranking and weights the portfolio accordingly.
The FBB SRI Strategy also provides clients with portfolio diversification through ownership of small and mid-cap stocks, international equities, and a range of fixed income asset classes.
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