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Special Report on

Socially Responsible Mutual Funds

socially responsible mutual funds special research report Photo by 1.bp.blogspot.com
According to the Social Investment Forum, at the end of 2007, more than $1.9 trillion worth of assets in the U.S. were under management utilizing some form of social screening. This figure represents 8 percent of all U.S. assets under management. Socially responsible mutual funds in the U.S. manage nearly $160 billion worth of assets. This paper examines fund characteristics as well as risk and performance measures of all available socially responsible funds in the U.S. mutual fund industry over the last fifteen years. The principal issue to be addressed is: Do socially responsible funds (hereafter SRFs) as a whole perform as ...
REVIEWS AND OPINIONS
Socially Responsible Investing In The Environment | Go Green ...
For a long time, money used for good will was called charity, while money used to make more money was called investing. No more. Today, the two ideas are coming together in a financial avenue called socially responsible investing. And both investors and mutual fund operators are learning that this new idea can be profitable, and do some good for the environment and society at the same time. \”Socially responsible investing means you don\’t have to compromise your own personal beliefs to make money on Wall Street — whatever those beliefs are,\” said Bob Guthrie, an investment broker with A.G. Edwards in ... market research, surveys and trends
Gulf Coast Disaster - Monday News Roundup, July 19 | Eric Young's ...
We’re in a hurry up and wait mode right now in the Gulf oil spill. Ret. Adm. Thad Allen gave BP the go-ahead for another 24 hours to test the containment cap capabilities. Engineers are scrutinizing whether the sealed well cap is working, and the drama continues over whether it could fail at any moment. Everyone is waiting for the relief wells to be completed, hoping that it will be the final fix. Meanwhile, there’s plenty of fallout from this disaster in many places. BP shares started heading down Monday on fears of seepage at the site, investigators are focusing on the crew’s response after the April 20 ... market research, surveys and trends

SURVEY RESULTS FOR
SOCIALLY RESPONSIBLE MUTUAL FUNDS

Social Investment Forum: Socially Responsible Investing (SRI) Facts
(SRI) is a broad-based approach to investing that now encompasses an estimated $2.71 trillion out of $25.1 trillion in the U.S. investment marketplace today. SRI recognizes that corporate responsibility and societal concerns are valid parts of investment decisions. SRI considers both the investor's financial needs and an investment’s impact on society. SRI investors encourage corporations to improve their practices on environmental, social, and governance issues. You may also hear SRI-like approaches to investing referred to as mission investing, responsible investing, double or triple bottom line investing, ethical ... industry trends, business articles and survey research
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. In 1758, the Quaker Philadelphia Yearly Meeting prohibited members from participating in the business of buying or selling humans. Religious institutions have been at the forefront of social investing ever since. In general, social investors favor: According to the Social Investment Forum (SIF) , a nonprofit professional association dedicated to promoting socially responsible investing, ... industry trends, business articles and survey research
RELATED NEWS
BP Shares Held In 'Socially Responsible' Funds
Dow Jones Reprints: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any article or visit www.djreprints.com WEEKEND INVESTOR JULY 17, 2010 The oil that spewed into the Gulf of Mexico has stained some "socially responsible" mutual funds. These portfolios aim to invest based on environmental, human rights, corporate governance and other criteria. Yet a number of major socially responsible funds and indexes included BP PLC on April 20, when the spill turned the energy giant ... market trends, news research and surveys resources
How Obama administration supposedly saved the Bucyrus Deal, and how it impacts ...
Paging Wisconsin florists, paging Wisconsin florists. Any florists that specialize in the delivery of gift baskets should sprint immediately to their phones and get in touch with Bucyrus CEO Tim Sullivan, because he has a few thousand thank-yous to deliver. On Wednesday, the U.S. Export-Import Bank reversed its controversial decision to pull hundreds of millions of dollars in loan guarantees to an Indian coal mining company to purchase coal-mining equipment from Racine-based Bucyrus International. The original denial stemmed from policy change at the Export-Import Bank to focus its financial support on renewal energy projects ... market trends, news research and surveys resources

INFORMATION RESOURCES

Investing in Socially Responsible Mutual Funds
investors in socially responsible mutual funds are larger when pricing beliefs are centered on either of the multifactor models or when investors' priors ... technology research, surveys study and trend statistics
Press Release: SEC Charges Mutual Fund Manager for Violating ...
— The Securities and Exchange Commission today charged New Hampshire-based Pax World Management Corp. with violating investment restrictions in socially responsible mutual funds that investors were told would not contain securities issued by companies involved with producing weapons, alcohol, tobacco or gambling products. The SEC alleges that Pax World, the SEC-registered investment adviser to several socially responsible mutual funds, including the Pax World Growth Fund and Pax World High Yield Fund, purchased at least 10 securities that the Funds' socially responsible investing (SRI) restrictions prohibited them ... technology research, surveys study and trend statistics
REAL TIME
SOCIALLY RESPONSIBLE MUTUAL FUNDS
  1. profile image speedgeneral Do "socially responsible" mutual funds perform as well as mainstream mutual funds? http://tinyurl.com/2c8786n
  2. profile image gusjojo Oops: 'Socially Responsible' Funds Hold Big Stakes of BP: MMA Praxis Mutual Funds held BP in its International Fun... http://bit.ly/b1axmF
  3. profile image ssejati Mutual Funds Oops: 'Socially Responsible' Funds Hold Big Stakes of BP - Wall Street Journal… http://goo.gl/fb/ADjsA
QUESTIONS AND ANSWERS
Google Answers: Makers of Socially responsible investments
Hello, I'd like some help in locating a recent listing of public and private companies or their foundations, and 'pension funds' that make socially responsible investments. The list should include domestic and international companies. I am particularly interested in any socially responsible investors in the area of economic development. I do not want data on individual investors and mutual funds which make socially responsible investments. Nor do I want data on the lists of companies that qualify for 'socially responsible' investments or belong to one or the other ...
General Stock Investment Strategies: Social Funds, responsible ...
I am a recent college grad looking to put my bonus income into a mutual fund that targets companies that have good policies toward the environment and human rights. Could you recommend some funds? Answer Hi Alicia- You are going to get a very cynical answer from me, so you might want to ask some other people for their opinion! If you look you'll find dozens of funds in this category, "socially responsible" mutual funds. But my view is that the mutual funds created around these mandates are more marketing-nonsense than anything. I don't think it's possible to screen on these criteria without ruling out ...