Socially Responsible Investing: Most Popular Articles
Divestment, Fossil Fuels. Socially Responsible Investing.
Mutual funds can generally be placed into one of three primary categories: stock, bond or money market. Here's a rundown of the three.
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.
A short history of socially responsible investing from the early practices of the Methodists to present day.
A list of the five largest socially responsible investing mutual funds as measured by total assets under management.
socially responsible investing, sustainable investing, responsible investing
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.
An article about faith-based investing including what it is and which mutual funds are available.
A list of socially responsible small cap mutual funds that primarily invest in companies with a market capitalization of less than $2 billion.
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.
An introduction to shareholder activism, a basic strategy in socially responsible 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.
Alternative energy mutual funds and green mutual funds have underperformed other mutual funds included in the Morningstar group of socially responsible investing mutual funds.
Socially Responsible Investing
The Sullivan Global Principles are an international code of conduct and human rights for corporations.
Mutual fund investing requires research. Investors should consider fees, taxes, performance and fund managers when investing in mutual funds.
Minimum Investment : $2,500 - Investor Shares $2,000 - IRA $250,000 - Institutional Shares Sales Charge:
The three primary strategies for socially responsible investors - screens, social activism and community investing
A list of socially responsible large cap mutual funds that primarily invest in companies with a market capitalization of more than $10 billion.
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.
Pax World Funds are a family of mutual funds that invest according to sustainable investing principles and are considered to socially responsible mutual funds.
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.
ExxonMobil, Carbon Bubble, Climate Change, Stranded Assets, Unburnable Carbon
A list of socially responsible mid cap mutual funds that primarily invest in companies with a market capitalization between $2 billion and $10 billion.
Why socially responsible shareholder activists engage in discussions with companies that violate socially responsible investing principles.
Many socially responsible mutual funds include companies in business that the fund tries to avoid.
DWS Climate Change Fund is a mutual fund that invests in equities in US and foreign companies engaged in activities related to climate change.
Ten facts about socially responsible investing that provide an overview of the SRI approach. Touches upon the origins of socially responsible investing and history.
Calvert Funds is one of the largest family of mutual funds that incorporates sustainable and responsible investing into its management approach.
Sentinel Investments is a family of mutual funds that include several sustainable investing funds or socially responsible funds.
Asset allocation is one of the basic ways that investors, including socially responsible investors, can guard against too much risk in their portfolio.
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.
A home equity line of credit is a line of credit secured by a home.
The reading list of books on socially responsible investing, corporate social responsibility and green
The Appleseed Fund is attracting investor attention and assets with its strong performance and socially responsible investment approach.
Green Century Equity Fund invests to achieve long-term gains that match the performance of the Domini 400 Social Index.
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.
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.
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.
Minimum Investment: $500 Sales Charge: Front-load of 3.75 percent to 5.25 percent Fund Managers: Chad
Parnassus Workplace Fund invests in companies that make the Fortune 100 Best Companies to Work For list or are otherwise identified as good workplaces.
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.
An interview with Todd Cohen, chief investment officer of Community Capital Management and creator of the CRA Qualified Investment Fund about community investing.
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.
Socially responsible investing is about applying personal principles to your investment research.
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.
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.
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.
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.
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.
Portfolio 21 is a mutual fund that invests in companies that create products to improve the natural environment.
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 is a socially responsible mutual fund focusing on alternative energy and the environment.
Guinness Atkinson Alternative Energy Fund invests in companies that are involved in alternative energy or the alternative energy sector.
A list of web sites that provide information on socially responsible investing
A definition of community development loan funds, which are often used by socially responsible investors to help communities in need.
A type of security that is secured by a mortgage or collection of mortgages.
Ariel Investments is a family of mutual funds that include social screens in their investment selection process.
Community development banks are primary investment vehicles for socially responsible investors.
An article by fund manager Carsten Henningsen about the concept of limited biocapacity, in which the planet's resources are being used faster than the Earth can replenish them.
An article by Shore Bank Executive Vice President Jean Pogge about the growth in community development banking.
A definition of community development credit unions, often used by socially responsible investors seeking to assist low-income borrowers.
Some studies suggest companies that promote women perform better than others and at least one mutual fund invests with that concept.
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.