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Investment Advisor December 2006 Robert F. Keane	Hearts & Minds Ultimately, socially responsible investing is just another tool that advisors can use to help clients achieve their financial goals.
Registered Rep. February 8, 2012 Charles Paikert	Big Impact: Clients Turn to Socially Responsible Investing For the uninitiated, socially responsible investment funds are funds that screen potential investment targets for things like environmental impact, corporate governance or employment policies.
On Wall Street August 1, 2009 Elizabeth Wine	SRI Plows the Path to Profitability Advisors need to know about the trends that have intertwined under the broad umbrella of socially responsible investing in order to help clients interested in going down this path.
Financial Advisor June 2007 Raymond Fazzi	SRI's Meaning Keeps Growing SRI assets continue to balloon, even as the debate about performance continues to bubble.
Financial Planning September 28, 2009 David J. Drucker	From SRI to ESG For years, the myth persisted that SRI funds underperform their mainstream counterparts while requiring additional research, making clients who request such investments a burden to service.
Financial Advisor March 2005 Karen DeMasters	A Passion For Values Some advisors are focusing their practices on socially conscious investing.
Registered Rep. September 1, 2005 Geoff Lewis	Why the CW on SRI Is Wrong Socially responsible investing (SRI) is gaining momentum as a financial advisory specialty and, with a growing range of SRI products and a cadre of top-flight managers in the field, it's getting harder to prove that there is a performance penalty.
Knowledge@Wharton August 13, 2003	Risks and Costs of Socially Responsible Investing Investors concerned about social, environmental, labor or religious issues may be willing to sacrifice some financial return. But how much must they give up?
Financial Planning July 1, 2005 Suzanne McGee	The Principled Portfolio Socially responsible investing (SRI) may feel satisfying to clients, but is it prudent investing? For the professional concerned with fiduciary responsibility, that's an important question.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Registered Rep. May 1, 2006 John Churchill	Don't Know What SRI Is? Listen Up Socially responsible investing (SRI) is still relatively uncharted territory for most advisors, according to a recently released study; however, since more clients are demanding SRI than ever before, it may be time to get wise.
The Motley Fool October 14, 2008 Ilan Moscovitz & Wade Michels	5 Stocks You Can Feel Good About You can be loyal to both your portfolio and your conscience with these five socially responsible investments.
Registered Rep. June 1, 2006 Geoff Lewis	Advocacy Investing Catnip for Wealthy Clients? Advocacy investing has several important advantages over some conventional social-investing techniques -- not least of them is helping clients actually make money. But for financial advisors, advocacy investing has an even more significant benefit: It is, potentially, catnip for high-net-worth clients.
Financial Planning August 1, 2007 Kathy Gevlin	The Coming of Age of Socially Responsible Investing Despite investor interest, at least two surveys suggest that planners are not picking up on the business potential of SRI.
Investment Advisor September 2009 Robert F. Keane	The Green Advisor: The Wave Is Rising Envestnet's sustainability platform has attracted hundreds of advisors and $400 million in its first year.
AFP eWire February 20, 2006	Socially Responsible Investment Assets Growing Faster Than Other Funds According to a recent report, nearly one out of every 10 dollars under professional management in the United States today is involved in socially responsible investing.
Investment Advisor April 2009 Vaughan Scully	The ETF Advisor: Socially Responsible Investing The first installment of a new monthly feature
Financial Advisor August 2005 Alan Lavine	Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds.
Financial Planning February 1, 2006 Craig L. Israelsen	The Wages of Sin Are investors sacrificing returns by engaging in socially responsible investing?
Investment Advisor March 2007 Kathleen M. McBride	From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets.
Registered Rep. April 24, 2006 John Churchill	Don't Know What SRI is? It's Time to Learn If you don't know what SRI is, or only have a vague idea, it turns out you're in good company. Most registered investment advisors don't know either, and because of it they're missing a big opportunity with their clients.
Financial Planning November 1, 2010 Craig L. Israelsen	Conscientious Investing SRI stands for socially responsible investing. Historically, however, many have perceived it to mean "sickly returns indeed." This article looks at the performance of SRI funds, across 12 different Morningstar categories.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Investment Advisor January 2008 Mike Patton	Shining a Light on Software Our intrepid advisor kicks the tires on four applications that pick and monitor clients' investments. Morningstar Principia... Advisor Workstation... etc.
Investment Advisor December 2009 Robert F. Keane	Putting SRI Into Practice Andy Loving of Just Money Advisors organizes money to create social change.
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.
Financial Advisor May 2006 Marla Brill	The Long And The Short Of It Harindra de Silva's Old Mutual Analytic Defensive Equity Fund is a veteran in the eclectic, newly recognized long/short category of funds.
The Motley Fool December 9, 2005 Jim Mueller	Truly Responsible Investing Tips Investing can be tricky. Allowing emotions into the equation doesn't help. Instead of pursuing "socially responsible" investing strategies, why not get active in your community, and approach investing with a clear head?
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
Financial Planning August 1, 2007 Suzanne McGee	Green Investing Takes Root Forward-thinking investors, along with consumers, are starting to go green -- although no one is completely sure what that means. Alternative energy? No more plastic? Here's how to talk to your clients about this emerging sector.
The Motley Fool April 6, 2011 Dan Caplinger	5 ETFs for the Socially Responsible Investor You can do good and still make a profit from your investing with these socially responsible ETFs.
Investment Advisor June 1, 2011 Barnes & Welsh	Why You Need to Build a Sustainable Business If clients want to put their money in socially responsible investments, wouldn't they want to invest with a socially responsible advisor, too?
Investment Advisor February 2010 Robert F. Keane	The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification.
On Wall Street November 1, 2011 Anthony Eames	SRI Strategies Move From Niche To Mainstream Here's a provocative statement: in 10 years, nearly all investment strategies will involve some form of sustainable and responsible investment.
The Motley Fool June 2, 2006 S.J. Caplan	Stocks With Scruples What's the latest news on socially responsible investing? Some may say you can't put a price on virtue. Sure you can. Here are a few performance yardsticks: KLD Broad Market Social Index... Calvert Social Index... Domini 400 Social Index... etc.
Financial Advisor September 2007 Sydney LeBlanc	Not Just For The Big Boys Anymore Advances in technology make separately managed accounts available to smaller investors.
The Motley Fool January 27, 2006 Selena Maranjian	Presbyterian Investing Some religious folks are focusing on making lots of money. Here's take a closer look at one of their funds -- the New Covenant Growth Fund.
Financial Advisor September 2006 Sydney LeBlanc	SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
AFP eWire October 10, 2005	Socially Responsible Investing on the Rise More than one out of every nine dollars invested and professionally managed in the United States, or $2.16 trillion, is involved in a socially responsible investment, according to a new report.
Financial Advisor February 2005 Sydney LeBlanc	The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.
Investment Advisor October 2006 Joseph & Kurdas	SRI and Hedge Funds Meeting the special needs of SRI is not for every manager. Who wants to have one hand tied behind their back when figuring out trades?
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
The Motley Fool January 30, 2006 Jim Fink	Want 50% Annual Returns? An explanation of the allure and illusion of mechanical investing, which is stock-picking strategies based on quantitative computer screens.
Registered Rep. January 1, 2003 Bennett Voyles	Serving Muslim Investors Reconciling Muslim religious requirements with standard Western investment practices isn't easy, but brokers say their basics are not difficult to understand.
The Motley Fool December 1, 2005	Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.
The Motley Fool August 27, 2004 Selena Maranjian	Socially Responsible Funds on a Tear Don't be too impressed -- great returns don't always mean much. The trick is finding funds that have a record of fairly consistently outperforming the market average.
Registered Rep. April 22, 2013 Stan Luxenberg	The Upside to Doing Good Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors -- with no interest in SRI -- are starting to notice.
Investment Advisor January 2008 Bob Clark	Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues.
Financial Advisor November 2005 Joel Bruckenstein	Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive.