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Topic: Socially responsible investing


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  Veg.ca: Socially Responsible Investing
Investing in socially responsible mutual funds can be confusing even though there aren't that many choices.
Although ethical investing is far from being a fl and white issue, it is important for investors to gain a better understanding of their tolerance levels.
Stromberg was empathetic to the socially responsible investors' cause, but she expressed that one really needs to question the rationale behind these ethics as they pertain to the mutual funds themselves.
www.veg.ca /lifelines/mayjun/invest.htm   (1050 words)

  
 Socially responsible investing
Socially responsible investors -- who base their investments on companies’ social and environmental behavior -- are no longer rare.
Socially responsible investing is a powerful lever for corporate accountability because it offers a direct route to the ear of corporate managers and boards of directors -- those with the power to make company practices more responsible.
Among the successes enjoyed by socially responsible investors in the 2002 proxy season were a record 19 resolutions filed with major companies on the topic of climate change.
pubs.wri.org /pubs_content_text.cfm?ContentID=1845   (604 words)

  
 Meritas Mutual Funds - Meritas is Canada's newest socially responsible mutual fund company
Today, hundreds of thousands of Canadians have embraced the concept of investing according to their beliefs, and yet, many believe that the industry is still in its infancy compared to market surveys and the experience in other countries.
Socially responsible investing (sometimes referred to as ethical investing) is defined as the integration of peoples' societal, environmental and ethical values with their investment decisions.
One approach to community investing is a growing movement within the SRI community to set aside a small portion of each portfolio to invest in micro-lending opportunities.
www.meritas.ca /sri.shtml   (2077 words)

  
 Invest FAQ: Strategy: Socially Responsible Investing
Investors who pursue a strategy of socially responsible investing (SRI) are making sure that their capital is used in a manner that aligns with their personal ethical values--taking responsibility for what their money is doing to the world around them.
It is estimated that around $1 trillion is involved in some type of social investing in the U.S. (about 10% of all total investments), and the number of socially and environmentally screened funds have increased from only a handful in the 1970s to over 100 by 1996.
It is growing exponentially in numbers of individual and institutional investors participating, in the amount of invested money involved, and, most importantly, in the movement's ability to persuade corporations to develop a sense of social responsibility in the conduct of their businesses.
invest-faq.com /articles/strat-sri.html   (1453 words)

  
 Socially responsible investing - Wikipedia, the free encyclopedia
Socially responsible investing describes an Investment strategy which combines the intentions to maximize both financial return and social good.
In general, socially responsible investors favor corporate practices which are environmentally responsible, support workplace diversity, and increase product safety and quality.
Of the $2.15 trillion in socially screened portfolios, $1.99 trillion are found in separate accounts (portfolios privately managed for individuals and institutions) with the remaining $162 billion residing in mutual funds.
en.wikipedia.org /wiki/Socially_responsible_investing   (1282 words)

  
 SOCIALLY RESPONSIBLE INVESTING
Like all investors, socially responsible investors want to earn a good return on their money, and they use the standard Wall Street yardsticks to evaluate a company’s prospects: profits, level of debt, quality of management, growth potential, economic conditions, stock price, etc. But socially responsible investors do not stop there.
An ongoing debate among socially responsible investors is whether to invest only in good companies or to deliberately choose poor companies with the intention of pressuring them to change their policies.
The managers of socially responsible funds make it their business to know the candidates and the issues and to cast votes that reflect the views of their own shareholders.
www.ecomall.com /greenshopping/wemf.htm   (1523 words)

  
 Socially Responsible Investing   (Site not responding. Last check: 2007-10-20)
Socially responsible investing is a way of 'preaching Jesus' Good News in the world of finance, according to Sister Peggy Sause, of the Columbus Dominicans.
While socially responsible investing may seem remote from the ministry of Catholic sisters working in parishes, clinics, and schools, it is linked more closely to this day-to-day experience than one might think.
Alternative investing is a type of socially responsible investing that differs in scope and intention from shareholder advocacy.
www.opkentucky.org /OPALLIANCE/investing.htm   (461 words)

  
 FAFN: Socially Responsible Investing in the United States   (Site not responding. Last check: 2007-10-20)
Motivated by a sense of responsibility that has financial, social, and ecological dimensions, socially conscious investors understand that investment returns over the long-term are driven primarily by the performance of innovative, well-managed corporations that are dependent on the health of the human societies and ecological systems that sustain all economic enterprise.
Socially responsible investing can be defined most succinctly as the process of integrating personal values, societal concerns, and/or institutional mission into investment decision-making.
Socially responsible investing has marched in lock-step with increasing public interest in alternative energy, natural foods, sustainable building, and alternative healthcare, providing new inspiration and expanded investment opportunities.
www.firstaffirmative.com /news/sriArticle.html   (1730 words)

  
 Light Green Advisors: Socially Responsible Investing
Socially responsible investing is commonly defined in the USA as investing that takes into account the social responsibility principles of the investor.
This type of “socially responsible” investing is often called negative screening since it involves eliminating industries that are considered undesirable or “bad” from consideration as candidate investments for a person, institution, or fund.
Negative screening is the dominant form of social investing practiced in the USA and accounts for the vast bulk of the assets ($2.03 trillion out of $2.30 trillion total invested by social investment managers, according to the Social Investment Forum.
www.lightgreen.com /socially.htm   (785 words)

  
 Socially Responsible Investing
In 2003 socially responsible investors again are on the rise, and activists and profit-oriented investors alike evaluate a company’s social conscience before investing.
For CPA financial planners who want to introduce socially responsible investing to their clients, this article provides a look at the foundations on which this investment philosophy is built.
From 1990 to 1998 the Domini 400 Social Index—a benchmark that measures the impact of social screening on financial performance—returned 18.54% vs. 16.95% for the SandP 500.
www.aicpa.org /pubs/jofa/jan2003/spec_har.htm   (3333 words)

  
 Investor Home - Socially Responsible Investing and Environmentally Targeted Investments
Socially Responsible Investing (SRI) is a general term used to describe investments that reflect good values, morals, and ethics.
According to the 1999 Report on Socially Responsible Investing Trends in the United States, socially responsible investing topped $2 trillion in the United States in 1999.
The Domini Social Equity Fund is particularly interesting and widely followed because it is perhaps the most comparable fund to the SandP 500 (the fund has been running neck-and-neck with the benchmark since the Domini fund was introduced in 1991).
www.investorhome.com /sri.htm   (650 words)

  
 SOCIALLY RESPONSIBLE INVESTING!
In response to a shareholder resolution co-filed by the Green Century Balanced Fund, Intel agreed to share information on potential environmental and safety hazards and to allow community and environmental activists to monitor the implementation of its new Environmental Health and Safety Policy.
If you invest in socially conscious mutual funds, not only will you be able to afford a living at age 65, but you'll help to ensure having a livable planet.
Socially responsible funds are performing just as well or even better than traditional funds—you don’t have to sacrifice return on investment to do good for our planet.
www.redjellyfish.com /socially-responsible/mutual.html   (553 words)

  
 Socially Responsible Investing
"Social investing" describes a style of investing combining a desire to maximize financial return with an attempt to maximize social good.
Many believe social investing began with the Religious Society of Friends, better known as the Quakers.
Socially responsible mutual funds counted by the 2003 Trends Report increased in number to 200 in 2003, up from 181 in 2001, 168 in 1999, and 139 in 1997.
www.creativeinvest.com /sri   (782 words)

  
 SRI   (Site not responding. Last check: 2007-10-20)
The primary purpose of the National Jesuit Committee on Investor Responsibility (NJCIR) is to advocate for and effect change in corporate behavior by coordinating shareholder advocacy initiatives at both the province and national levels.
The NJCIR works to expand awareness of socially responsible investment in Jesuit-related institutions; to organize and incorporate the resources of as many provinces as possible and to involve Jesuits in broad collaborative efforts with other members of the faith community committed to socially responsible investment.
Socially responsible investment (SRI) is, for Jesuits, the work of structural justice.
www.jesuit.org /jcosim/jsim_web3_010.htm   (218 words)

  
 Socially Responsible Investing
But while people may feel good about investing in environmentally friendly funds like the Sierra Club Stock Fund (FSUSX) and other “do-gooder” investment vehicles, the fact is that you’ve got a better chance at profiting in a lackluster market with booze and bets than investing in so-called “socially responsible” companies.
The socially and environmentally responsible folks may be out to save the world, but you wouldn’t know it by the way many of them treat their shareholders.
While the socially responsible investing funds were narrowing their search of desirable companies, other investors were expanding their reach.
www.investmentu.com /research/sociallyresponsibleinvesting.html   (2053 words)

  
 Ode   (Site not responding. Last check: 2007-10-20)
Ten years ago—when sustainable business and socially responsible investing were as yet unknown terms—I was at a conference listening to a lecture by the chairman of Britain’s Cooperative Bank.
Such socially responsible banks are still few and far between, but over the past 10 years hundreds of ethical and sustainable investment funds have been launched worldwide.
His conclusion is that the current form of responsible investment will not change the world in one day, but the emergence of increasing numbers of ethical and sustainable investment funds does contribute to increased consciousness in the business community about the damaging effects of modern capitalism.
www.odemagazine.com /article.php?aID=4055   (1320 words)

  
 Socially Responsible Investing (View)
Socially concerned investors pursue the same economic goals as all investors.
However, social investors are in search of one additional goal: they seek out companies that demonstrate better social and environmental performance - and steer clear of irresponsible companies.
At the end of the second quarter of 1998, two of the best-known financial analytical services--Morningstar and Lipper--gave the highest possible marks to more than half of the socially responsible funds that were at least two years old and tracked by the Social Investment Forum.
www.utne.com /pub/1999_91/view/278-1.html   (903 words)

  
 Calvert - An Introduction to Socially Responsible Investing
Socially Responsible Investing (SRI) is an investment strategy that integrates social or environmental criteria into financial analysis.
Most social investors have certain set criteria they use to identify which companies "make the grade." Increasingly, social research is seen as a way to identify companies with better management and lower risk.
This early-stage investing can help these companies secure necessary funding to grow and often leads to healthy returns for shareholders.
www.calvert.com /sri.html   (502 words)

  
 Soconiment
Social Funds.com offers extensive analysis of mutual funds that have a social agenda.
The Social Investment Forum site is more comprehensive, identifying socially responsible banks and financial planners as well as mutual funds.
Investing in mutual funds can help provide the risk-lowering diversification that's hard to achieve when investing in individual companies.
www.sensible-investor.com /soconiment.html   (639 words)

  
 SOCIALLY RESPONSIBLE INVESTING
Social investors realize that while they may have limited control over the use of their tax dollars, they have much greater control of their investment dollars and what they wish to support with them.
When Pax World Fund was established in 1971, it was the first mutual fund to adopt broad socially responsible standards for its investments.
Prior to Pax, socially responsible investing had been the province of "avoidance investors," mostly individuals who shunned the stocks of certain types of business.
www.ecomall.com /greenshopping/pax.htm   (548 words)

  
 Fool.com: Socially Responsible Investing [Special] March 28, 2001
Many SRI groups include three different activities under the socially responsible umbrella: screening companies for objectionable practices; engaging in shareholder activism to persuade companies to change certain behaviors; and community investing, which involves direct investment in disadvantaged communities.
As a writer for Morningstar.com put it, "many SRI funds' sense of social responsibility doesn't extend to how much they charge their shareholders." While these fees presumably reflect the additional cost of social screening, investors should definitely compare the fees and expenses of different SRI funds, since some are simply too expensive.
Just as The Motley Fool prefers index funds generally, socially responsible index funds are preferable for their lower fees (compared to other SR funds; most have higher fees than non-SR index funds).
www.fool.com /Specials/2001/sp010329.htm   (1259 words)

  
 Socially Responsible Investing
This guide is intended to serve as an introduction to socially responsible investing for the individual who understands some of the basics of investing in stocks, bonds, and mutual funds, and is interested in choosing investments that are consistent with environmental practices, fair labor standards, human rights, corporate accountability, and other personally-held values.
The Social Investment Forum is a national nonprofit organization that provides a wide range of resources for individuals and financial professionals who are interested in socially responsible investing.
The Socially Responsible Investment Coalition is comprised of individuals, institutions, and congregations who wish to manage their investment and consumer practices in a manner consistent with their religious beliefs.
www.libsci.sc.edu /bob/class/clis748/Studentwebguides/Brackett.html   (1513 words)

  
 Socially Responsible Investing
Socially Responsible Investing (SRI) is generally defined as choosing an investment to achieve social and environmental as well as financial returns.
It invests 50% in Australian shares, 40% in International shares and the balance is held in cash investments.
Eco Pool invests in several industry sectors to ensure diversification, which simply means 'not putting all your eggs in one basket'.
www.hesta.com.au /content.asp?Document_ID=159   (623 words)

  
 Five socially responsible funds to watch - Jul. 4, 2006
Socially responsible investment (SRI) funds have seen massive growth over the last ten years, providing virtuous investors with returns that are comparable to, if not better, than traditional funds - debunking a common myth among financial advisors that screened funds can limit returns for investors.
According to a study by the Social Investment Forum, a national trade association for SRI professionals and funds, socially responsible investment assets jumped 258 percent to $2.29 trillion in 2005 from $639 billion in 1995.
The fund invests in securities issued by by corporations, governments and government agencies but will only look at candidates that pay close attention to strong governance and ethics and are dedicated to the environment, workplace issues, product safety international operations, human rights, indigenous peoples' rights, and community relations.
money.cnn.com /2006/07/03/pf/funds/socially_responsible_funds/index.htm   (1495 words)

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