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Socially Responsible Investing

We recognize the growing appeal of Socially Responsible Investing (SRI) and the desire for investors to apply certain SRI screens to their portfolios. We are experienced at applying these screens in order to customize our portfolio to a client's socially responsible requests. SRI screens can be employed in our International and Global Equity strategies,. Please contact us for more information.

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Meet our International Equity Team »





Award-Winning Research
Leila Heckman, Ph.D., Head of our International Equity Team, was ranked either #1 or #2 for asset allocation in Institutional Investor's Global Teams Survey from 1999-2002 while she was Managing Director responsible for global asset allocation at Salomon Smith Barney.

The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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