Socially Responsible Investing Whether you are new to investing, entering retirement, interested in offerings for businesses or municipalities and institutions, we can help you meet your goals. What is Socially Responsible Investing? Out of the $33.3 trillion dollars overseen by professional money managers, approximately $3.74 trillion, about 11%, is managed according to sustainable and responsible investing.  This type of investing means that managers strategy’s typically invest in companies that promote social issues such as: the environment, social equity, or religious issues.