Socially Responsible Investing (SRI)

Socially Responsible Investing (SRI) is ensuring that our investments are aligned with our values. The UUA has been strongly committed to SRI for over forty years. Our commitment springs from our faith, and from our deep conviction in the dignity of all human beings. The UUA is constantly engaged in SRI activity from shareholder resolutions, to community investing, to affordable housing and other justice initiatives.

Learn about SRI

The Unitarian Universalist Common Endowment Fund (UUCEF) has extensive material about Socially Responsible Investing.

Here are some other resources to educate yourself...


The Fossil Fuel Divestment Report

General Assembly 2019 marked five years since the passage of the 2014 Business Resolution on Fossil Fuel Divestment. That resolution called on the UUA to redirect capital invested in fossil fuel stocks to climate change solutions. It also called on the UUA to ramp up its shareholder advocacy with fossil fuel companies. This video, presented in General Session on Friday, June 21, shows how we can drive change when we band together with other committed investors. The video, as well as the full report presentation, can be found here:

Addressing Climate Change Through UUA Investments

Progress Report on the 2014 Business Resolution on Fossil Fuel Divestment

Move Your Money

Banks like Wells Fargo have been involved in financing predatory lending, private prisons, the Dakota Access Pipeline, etc. Rather than continue to pay fees to a big bank, consider banking at a credit union or a bank certified as CDFI (Community Development Financial Institution) by the US Department of Treasury, or find banks with an aligned mission

The UU Common Endowment Fund website explains Socially Responsible Investing as including 4 components: screening, shareholder activism, proxy voting, and community investing.

Learn more about SRI

Microfinance initiatives are complex, with its pros and cons.

Learn how UU values intersect with Microfinancing