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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
Basic SRI Screening Documents
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.
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.
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.
MMA Praxis Mutual Funds
MMA Praxis Mutual Funds are affiliated with the Mennonite Mutual Aid, a paternal benefits society of member of the Mennonite Church USA. Fund managers practice "stewardship investing," a philosophy of social and financial considerations formed through their faith.
MMA Praxis Mutual Funds are affiliated with the Mennonite Mutual Aid, a paternal benefits society of member of the Mennonite Church USA. Fund managers practice "stewardship investing," a philosophy of social and financial considerations formed through their faith.
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.
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.
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.
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.
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.
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.
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
SRI Screening - Fed Agencies
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.
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.
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.
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.
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.
Books on SRI
The reading list of books on socially responsible investing, corporate social responsibility and green investing is growing rapidly. Below you'll find a few to add to your own "SRI Best Sellers" list.
The reading list of books on socially responsible investing, corporate social responsibility and green investing is growing rapidly. Below you'll find a few to add to your own "SRI Best Sellers" list.
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.
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.
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.
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 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.
Winslow Green Growth Fund
Winslow Green Growth invests in small growth companies that have a positive or neutral impact on the environment. Many companies in its portfolio develop "environmental solutions" in industries such as organic food and renewable energy.
Winslow Green Growth invests in small growth companies that have a positive or neutral impact on the environment. Many companies in its portfolio develop "environmental solutions" in industries such as organic food and renewable energy.
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.
SRI Screening - Court Papers
Reviewing court documents can be part of a screening of companies by socially responsible investors for possible investments.
Reviewing court documents can be part of a screening of companies by socially responsible investors for possible investments.
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.
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
Community Reinvestment Act
A federal act created by Congress to encourage depository institutions to help meet the credit needs of the communities in which they operate.
A federal act created by Congress to encourage depository institutions to help meet the credit needs of the communities in which they operate.
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.
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.
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.
Market Capitalization
A definition of the investment term market capitalization.
A definition of the investment term market capitalization.
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.
Moskowitz Prize
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
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
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.
Socially Responsible Investing - Articles
An index of articles for the Socially Responsible Investing guide site.
An index of articles for the Socially Responsible Investing guide site.
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.
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.