Socially Responsible Investing

Socially Responsible Investing SRI

What Is It? ,[object Object],Source: Social Investment Forum

The Lingo ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How Does It Work? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Voting Successes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Hot Issues ,[object Object],[object Object],[object Object],[object Object],[object Object]

Calvert Foundation Wins 2006 Fast Company Social Capitalist Award

The Leading Edge of SRI ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Major Players ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Leaders in Sustainable Business

Calvert Studies ,[object Object],[object Object],[object Object],Source: Calvert Social Research Department, 2003.

Calvert Studies ,[object Object],Source: 2002 Harris Survey 49% 86% of investors said they would consider investing in SRI funds if the return was equal to that of traditional funds, up from 79% in 1996

Lg Cap US Performance PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS

US LT Bond Performance PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS

US ST Fixed Inc. Performance PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS

US Sm Cap Performance PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS

Performance Disclosure ,[object Object],[object Object]

SRI History ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sources: Social Investment Forum 1997 Trends Report., Goodmoney.com,

SRI History ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sources: Goodmoney.com, Source: Investing With Your Values, Making Money and Making a Difference, pg. 149. Hal Brill, Jack A. Brill, and Cliff Feigenbaum.

SRI History ,[object Object],[object Object],Sources: Goodmoney.com, Source: Investing With Your Values, Making Money and Making a Difference, pg. 149. Hal Brill, Jack A. Brill, and Cliff Feigenbaum.

Socially Responsible Investing

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