Socially Responsible Investing: Most Popular Articles
These articles are the most popular over the last month.
Three Types of Mutual Fund
A summary of the three types of mutual fund categories: stock, bond or money market. Socially responsible investors add their social and environmental screens to the financial objectives of the funds.
A summary of the three types of mutual fund categories: stock, bond or money market. Socially responsible investors add their social and environmental screens to the financial objectives of the funds.
Largest SRI Mutual Funds
A list of the five largest socially responsible investing mutual funds as measured by total assets under management.
A list of the five largest socially responsible investing mutual funds as measured by total assets under management.
Three basic approaches
The three primary strategies for socially responsible investors - screens, social activism and community investing
The three primary strategies for socially responsible investors - screens, social activism and community investing
The Timothy Plan
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.
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.
SRI Asset Management Firms
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.
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.
Getting Good Results with SRI
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.
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.
SRI Shareholder Activism
An introduction to shareholder activism, a basic strategy in socially responsible investing.
An introduction to shareholder activism, a basic strategy in socially responsible investing.
SRI Small Cap Stock Funds
A list of socially responsible small cap mutual funds that primarily invest in companies with a market capitalization of less than $2 billion.
A list of socially responsible small cap mutual funds that primarily invest in companies with a market capitalization of less than $2 billion.
Faith-Based Investing Arrives
An article about faith-based investing including what it is and which mutual funds are available.
An article about faith-based investing including what it is and which mutual funds are available.
SRI Portfolio Diversification
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.
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.
History of SRI
A short history of socially responsible investing from the early practices of the Methodists to present day.
A short history of socially responsible investing from the early practices of the Methodists to present day.
Alt Energy and Green Funds
Alternative energy mutual funds and green mutual funds have underperformed other mutual funds included in the Morningstar group of socially responsible investing mutual funds.
Alternative energy mutual funds and green mutual funds have underperformed other mutual funds included in the Morningstar group of socially responsible investing mutual funds.
10 Facts About SRI
Ten facts about socially responsible investing that provide an overview of the SRI approach. Touches upon the origins of socially responsible investing and history.
Ten facts about socially responsible investing that provide an overview of the SRI approach. Touches upon the origins of socially responsible investing and history.
Appleseed Fund
The Appleseed Fund is attracting investor attention and assets with its strong performance and socially responsible investment approach.
The Appleseed Fund is attracting investor attention and assets with its strong performance and socially responsible investment approach.
Ave Maria Mutual Funds
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.
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.
SRI Large Cap Stock Funds
A list of socially responsible large cap mutual funds that primarily invest in companies with a market capitalization of more than $10 billion.
A list of socially responsible large cap mutual funds that primarily invest in companies with a market capitalization of more than $10 billion.
MMA Praxis Mutual Funds
Minimum Investment: $500 Sales Charge: Front-load of 3.75 percent to 5.25 percent Fund Managers: Chad
Minimum Investment: $500 Sales Charge: Front-load of 3.75 percent to 5.25 percent Fund Managers: Chad
SRI and Shareholder Engagement
Why socially responsible shareholder activists engage in discussions with companies that violate socially responsible investing principles.
Why socially responsible shareholder activists engage in discussions with companies that violate socially responsible investing principles.
Community Development Bonds
An interview with Todd Cohen, chief investment officer of Community Capital Management and creator of the CRA Qualified Investment Fund about community investing.
An interview with Todd Cohen, chief investment officer of Community Capital Management and creator of the CRA Qualified Investment Fund about community investing.
Pax World Mutual Funds
Pax World Funds are a family of mutual funds that invest according to sustainable investing principles and are considered to socially responsible mutual funds.
Pax World Funds are a family of mutual funds that invest according to sustainable investing principles and are considered to socially responsible mutual funds.
Benefits of Asset Allocation
Asset allocation is one of the basic ways that investors, including socially responsible investors, can guard against too much risk in their portfolio.
Asset allocation is one of the basic ways that investors, including socially responsible investors, can guard against too much risk in their portfolio.
Calvert Investments
Calvert Funds is one of the largest family of mutual funds that incorporates sustainable and responsible investing into its management approach.
Calvert Funds is one of the largest family of mutual funds that incorporates sustainable and responsible investing into its management approach.
Picking Your Own SRI Stocks
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.
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.
SRI Important Issues
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 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.
SRI Mid Cap Funds
A list of socially responsible mid cap mutual funds that primarily invest in companies with a market capitalization between $2 billion and $10 billion.
A list of socially responsible mid cap mutual funds that primarily invest in companies with a market capitalization between $2 billion and $10 billion.
PaxWorldWomen'sEquityFund
Some studies suggest companies that promote women perform better than others and at least one mutual fund invests with that concept.
Some studies suggest companies that promote women perform better than others and at least one mutual fund invests with that concept.
ParnassusWorkplaceFund
Parnassus Workplace Fund invests in companies that make the Fortune 100 Best Companies to Work For list or are otherwise identified as good workplaces.
Parnassus Workplace Fund invests in companies that make the Fortune 100 Best Companies to Work For list or are otherwise identified as good workplaces.
DWS Climate Change Fund
DWS Climate Change Fund is a mutual fund that invests in equities in US and foreign companies engaged in activities related to climate change.
DWS Climate Change Fund is a mutual fund that invests in equities in US and foreign companies engaged in activities related to climate change.
Sentinel Investments
Sentinel Investments is a family of mutual funds that include several sustainable investing funds or socially responsible funds.
Sentinel Investments is a family of mutual funds that include several sustainable investing funds or socially responsible funds.
Books on SRI
The reading list of books on socially responsible investing, corporate social responsibility and green
The reading list of books on socially responsible investing, corporate social responsibility and green
Mutual Fund Investing
Mutual fund investing requires research. Investors should consider fees, taxes, performance and fund managers when investing in mutual funds.
Mutual fund investing requires research. Investors should consider fees, taxes, performance and fund managers when investing in mutual funds.
Social Investing Assets
Socially responsible investing is becoming increasingly popular as an investment approach. Two studies demonstrate its growth.
Socially responsible investing is becoming increasingly popular as an investment approach. Two studies demonstrate its growth.
LKCM Aquinas Funds
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.
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.
Investor - Know Thyself!
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.
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.
Portfolio 21
Portfolio 21 is a mutual fund that invests in companies that create products to improve the natural environment.
Portfolio 21 is a mutual fund that invests in companies that create products to improve the natural environment.
SRISullivanPrinciples
The Sullivan Global Principles are an international code of conduct and human rights for corporations.
The Sullivan Global Principles are an international code of conduct and human rights for corporations.
SRI Publications
Publications providing news and information about issues and events of interest to socially responsible investors, including environmentally and socially responsible companies.
Publications providing news and information about issues and events of interest to socially responsible investors, including environmentally and socially responsible companies.
SRIExpenses
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.
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.
Getting Started in SRI
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.
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.
Al Gore's Nobel Speech
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.
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.
Guinness Atkinson Alt Energy
Guinness Atkinson Alternative Energy Fund invests in companies that are involved in alternative energy or the alternative energy sector.
Guinness Atkinson Alternative Energy Fund invests in companies that are involved in alternative energy or the alternative energy sector.
Winslow Green Growth Fund
Minimum Investment : $2,500 - Investor Shares $2,000 - IRA $250,000 - Institutional Shares Sales Charge:
Minimum Investment : $2,500 - Investor Shares $2,000 - IRA $250,000 - Institutional Shares Sales Charge:
ArielInvestments
Ariel Investments is a family of mutual funds that include social screens in their investment selection process.
Ariel Investments is a family of mutual funds that include social screens in their investment selection process.
Social Investing and Politics
Socially responsible investors may have investing habits that differ from stereotypical political positions.
Socially responsible investors may have investing habits that differ from stereotypical political positions.
New Covenant Funds
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.
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.
Green Century Equity Fund
Green Century Equity Fund invests to achieve long-term gains that match the performance of the Domini 400 Social Index.
Green Century Equity Fund invests to achieve long-term gains that match the performance of the Domini 400 Social Index.
SRI and Cleantech Industry
A Q&A with Rafael Coven of the Cleantech Indices about cleantech companies and how the Cleantech Index fits with socially responsible investing
A Q&A with Rafael Coven of the Cleantech Indices about cleantech companies and how the Cleantech Index fits with socially responsible investing
New Alternatives Fund
New Alternatives Fund is a socially responsible mutual fund focusing on alternative energy and the environment.
New Alternatives Fund is a socially responsible mutual fund focusing on alternative energy and the environment.
Home-Equity Line of Credit
A home equity line of credit is a line of credit secured by a home.
A home equity line of credit is a line of credit secured by a home.
CD Credit Unions
A definition of community development credit unions, often used by socially responsible investors seeking to assist low-income borrowers.
A definition of community development credit unions, often used by socially responsible investors seeking to assist low-income borrowers.
SRI Say-On-Pay
Say-on-pay is a tactic used by corporate shareholders to express their sentiments and influence directors on executive compensation.
Say-on-pay is a tactic used by corporate shareholders to express their sentiments and influence directors on executive compensation.
SRI Resources
A list of web sites that provide information on socially responsible investing
A list of web sites that provide information on socially responsible investing
Community Banks and the Crisis
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.
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
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.
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.
Figuring Out SRI
Socially responsible investing is about applying personal principles to your investment research.
Socially responsible investing is about applying personal principles to your investment research.
Social Concerns and Investing
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.
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.
CD Loan Funds
A definition of community development loan funds, which are often used by socially responsible investors to help communities in need.
A definition of community development loan funds, which are often used by socially responsible investors to help communities in need.
Screening
A definition of a socially responsible investing strategy in which investments are selected or eliminated based on various SRI criteria.
A definition of a socially responsible investing strategy in which investments are selected or eliminated based on various SRI criteria.
SRI The Next 15 Years
An article by Amy Domini, founder and CEO of Domini Social Investments, about the next 15 years of socially responsible investing.
An article by Amy Domini, founder and CEO of Domini Social Investments, about the next 15 years of socially responsible investing.
Microloan
A definition of a form of financing made to borrowers who often lack a credit history and cannot qualify for a traditional loan. Believed by socially responsible investors to be an important tool for community investing.
A definition of a form of financing made to borrowers who often lack a credit history and cannot qualify for a traditional loan. Believed by socially responsible investors to be an important tool for community investing.