Sustainable Investing: Most Popular Articles
Is Solar Investing Emerging as a New Paradigm?
Pitzer Press Conference
A look back at our first book on Sustainable Investing, and a challenge for Bill Gates emerges.
The Lilly Ledbetter Fair Pay Act extends the time limit within which an employee must file a complaint of pay discrimination.
An article about faith-based investing including what it is and which mutual funds are available.
The Timothy Plan avoids investing in companies that are involved in practices contrary to Judeo-Christian principles. It is a biblically based mutual fund family.
Mutual funds can generally be placed into one of three primary categories: stock, bond or money market. Here's a rundown of the three.
A list of the five largest socially responsible investing mutual funds as measured by total assets under management.
An Energy Transition is needed over time, with significant implications for investors
Alternative energy mutual funds and green mutual funds have underperformed other mutual funds included in the Morningstar group of socially responsible investing mutual funds.
Factoring in the Future. Sustainable Investing.
Socially Responsible Investing. Sustainable Investing.
Many asset management firms focus on socially responsible investing. They develop environmental, social and ethical screens to select companies in which to invest. They also have expertise in community investing and shareholder activism. This list is a sampling of some of the better-known firms.
Our About.com piece previewed this possibility here:
Sustainable Investing options for US investors continue to grow.
Oil Companies Coming Under Increasing Pressure
The Ave Maria Funds are a family of mutual funds that invest following the guidelines of the Catholic Church. Fund managers receive input from an advisory board that includes former Dominos Pizza owner Tom Monaghan, former Notre Dame football coach Lou Holtz and CNBC commentator Lawrence Kudlow.
A list of socially responsible small cap mutual funds that primarily invest in companies with a market capitalization of less than $2 billion.
What value is at risk from rising environmental and social challenges?
An interview with Todd Cohen, chief investment officer of Community Capital Management and creator of the CRA Qualified Investment Fund about community investing.
Divestment, Fossil Fuels. Sustainable Investing.
The Sullivan Global Principles are an international code of conduct and human rights for corporations.
Beyond the Securities and Exchange Commission there are other regulatory agencies where inquisitive investors can find a “paper trail” on a company whose stock they are considering buying, including the Environmental Protection Agency, the Federal Trade Commission and the Consumer Product Safety Commission.
DWS Climate Change Fund is a mutual fund that invests in equities in US and foreign companies engaged in activities related to climate change.
A list of socially responsible large cap mutual funds that primarily invest in companies with a market capitalization of more than $10 billion.
The three primary strategies for socially responsible investors - screens, social activism and community investing
Parnassus Workplace Fund invests in companies that make the Fortune 100 Best Companies to Work For list or are otherwise identified as good workplaces.
Minimum Investment: $500 Sales Charge: Front-load of 3.75 percent to 5.25 percent Fund Managers: Chad
Carbon Tracker Event in London May 2014
An introduction to shareholder activism, a basic strategy in socially responsible investing.
Socially responsible investors should understand how to limit the risk in their portfolios by diversifying or assembling investments that can provide support when one asset class or stock loses value.
An excerpt from our late 2013 report Investing in Environmental Innovation was featured here earlier in the week
The New Covenant Funds are a family of mutual funds affiliated with the Presbyterian Church. Management believes in rigorous shareholder activism, engaging companies in dialogue about offending policies and regularly filing shareholder resolutions.
Ten facts about socially responsible investing that provide an overview of the SRI approach. Touches upon the origins of socially responsible investing and history.
ExxonMobil, Carbon Bubble, Climate Change, Stranded Assets, Unburnable Carbon
Pax World Funds are a family of mutual funds that invest according to sustainable investing principles and are considered to socially responsible mutual funds.
IPCC 3rd Report
Sentinel Investments is a family of mutual funds that include several sustainable investing funds or socially responsible funds.
How to Determine Corporate Sustainability
Socially responsible investors combine their concern for the environment and society with a desire to grow their savings through investing. This is a list of issues that are among the most important considerations of socially responsible investors when deciding on stocks to buy or mutual funds to purchase.
Socially responsible mutual funds do not carry higher expense fees on average vs. conventional mutual funds, nor are they necessarily cheaper, according to Morningstar figures.
The speech given by Al Gore on December 10,2007 in Oslo, Norway as he received the Nobel Peace Prize for his work in the global climate crisis.
Socially responsible investing doesn't mean profits are sacrificed for ethical concerns. Investors can still achieve competitive results compared to other investing approaches. Benchmarks such as the Domini 400 Social Index prove that socially responsible investing can keep pace.
Calvert Funds is one of the largest family of mutual funds that incorporates sustainable and responsible investing into its management approach.
Many socially responsible investors prefer to own individual stocks, selected through their own screens. The advantages include lower investing fees, greater appreciation potential and the satisfaction of picking their own stocks.
Minimum Investment : $2,500 - Investor Shares $2,000 - IRA $250,000 - Institutional Shares Sales Charge:
Socially responsible investors may have investing habits that differ from stereotypical political positions.
Socially responsible investing is becoming increasingly popular as an investment approach. Two studies demonstrate its growth.
Mutual fund investing requires research. Investors should consider fees, taxes, performance and fund managers when investing in mutual funds.
Community development financial institutions have been less affected by the financial crisis than conventional banks because of their loan practices to borrowers in low-income areas.
Amana Mutual Funds Trust invests by applying Islamic principles. The two funds, Amana Growth and Amana Income include companies who process pork, produce alcohol or are involved in gambling and insurance among its screens.
Socially responsible investing is growing in popularity. Follow these tips to adopt the strategy in an intelligent manner. Know your investment restrictions, use mutual funds, understand how SRI differs in performance and interview several financial advisors before you hire one.
A list of socially responsible mid cap mutual funds that primarily invest in companies with a market capitalization between $2 billion and $10 billion.
The reading list of books on socially responsible investing, corporate social responsibility and green
A short history of socially responsible investing from the early practices of the Methodists to present day.
Climate Assessment. Sustainable Investing.
It is no longer true that taking environmental and social considerations into account is bad for the financial performance of your portfolio.
LKCM Aquinas Funds are a family of mutual funds that invest according to guidelines set forth by the United States Conference of Catholic Bishops. The funds screen for companies engaged in abortion, embryonic stem cell research and weapons of mass destruction; and that have poor environmental, human rights records and employment records.
A definition of community development credit unions, often used by socially responsible investors seeking to assist low-income borrowers.
Socially responsible investing combines traditional investment practices with concerns about social issues such as the environment, workplace conditions, corporate governance and human rights. If you're an investor who wants to do well while doing good, the socially responsible investment approach is worth a look.
The Appleseed Fund is attracting investor attention and assets with its strong performance and socially responsible investment approach.
Will Millennials change Investing for good? - Guest Author
Why socially responsible shareholder activists engage in discussions with companies that violate socially responsible investing principles.
Asset allocation is one of the basic ways that investors, including socially responsible investors, can guard against too much risk in their portfolio.
September's UN Climate Summit remains a key event to watch in 2014
Where you are can alter your view of what sustainable investing means in practice
You may have the passion for socially responsible investing, but before risking your savings in the stock market be sure you have the personality to tolerate the highs and lows of market swings.
A Q&A with Rafael Coven of the Cleantech Indices about cleantech companies and how the Cleantech Index fits with socially responsible investing
A definition of a principal of socially responsible investing related to the behavior of corporations in society.
Many investors lost over 75% of their investment dollars
on 401(k) plans and SRI. Sustainable Investing.
The strong financial performance of Sustainable Investing in the US continued in the first half of 2014.
A definition of community development loan funds, which are often used by socially responsible investors to help communities in need.
Avoiding future strife through sustainability
Socially responsible investing is about applying personal principles to your investment research.
On the Future of Sustainable Investing in Canada
An article by Shore Bank Executive Vice President Jean Pogge about the growth in community development banking.
Many socially responsible mutual funds include companies in business that the fund tries to avoid.
A home equity line of credit is a line of credit secured by a home.
Green Century Equity Fund invests to achieve long-term gains that match the performance of the Domini 400 Social Index.
socially responsible investing, sustainable investing, responsible investing
Ariel Investments is a family of mutual funds that include social screens in their investment selection process.
A Book Review. Sustainable Investing.
The Calvert Series begins with a review of Green Bonds
Please find our latest piece on the significant market success being experienced by Parnassus here:
Screening is a fundamental strategy in socially responsible investing. This article looks at required filings that public companies must make with the Securities & Exchange Commission and what they can reveal to socially responsible investors.
A definition of an approach to socially responsible investing in which investors attempt to influence corporate behavior through discussions with management, resolutions, proxy voting and divestment.
The Carbon Tracker Initiative has had significant influence on the fossil fuel discourse through the concept of Stranded Assets. Their new series of research
Earth Day. Sustainable Investing.
A definition of the Moskowitz Prize for Outstanding Research in Socially Responsible Investing, awarded annually by the Haas School of Business at the University of California Berkeley and the Social Investment Forum
Carbon Tracker. Sustainable Investing.
Say-on-pay is a tactic used by corporate shareholders to express their sentiments and influence directors on executive compensation.
How the SRI communities varied interests can come together
A definition of the investment term market capitalization.
A federal act created by Congress to encourage depository institutions to help meet the credit needs of the communities in which they operate.
Publications providing news and information about issues and events of interest to socially responsible investors, including environmentally and socially responsible companies.