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Investment Advisor
February 2009
Robert F. Keane |
Wisdom, Not Necessarily Conventional There's more and more research that shows that socially responsible investors do not pay a performance penalty, for example, the Appleseed Fund, which was named Lipper's top returning mid-cap value fund for 2008 and the top SRI fund by Morningstar.   |
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. |
The Motley Fool
September 23, 2009
Selena Maranjian |
Meet 5 Fund Companies That Care These are some of the biggest names in socially responsible fund investing: Appleseed... Calvert... Domini Social Investments... Pax World... Winslow... |
The Motley Fool
March 2, 2011
Amanda B. Kish |
3 Big Bets for Today's Market While there is a far amount of skepticism out there surrounding actively managed mutual funds, there are a small number of managers with the skill to actually outperform the market over the long run. |
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
September 2009
Alan Lavine |
Hedging Your Bets With Gold Gold is seen as a defensive play by some, and a long-term diversification strategy by others. |
Financial Planning
August 1, 2008
Elizabeth O'Brien |
Green Investing -- The Gold Rush Green investing is growing up. Previously the province of a small number of investors who chased an even smaller number of companies, the market for environmental technology has expanded dramatically in recent years. |
Financial Advisor
April 2009
Alan Lavine |
Gold Gone Wild? Safe-haven buying has driven up its price, but gold is still a risky and volatile investment. |
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
May 2004
Joel Bruckenstein |
Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs. |
Investment Advisor
February 2009
Robert F. Keane |
The Social Side of SRI Adam Strauss, manager of the Appleseed Fund, believes that sometimes an investment is driven by social benefits, although it still has to make sense financially. |
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? |
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. |
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. |
The Motley Fool
January 15, 2010
Amanda B. Kish |
Should You Own These Winners? These funds did so well over the past two years, now might not be the time to buy in. |
Financial Advisor
February 2011
Gail Liberman |
Playing Defense Investors continued the gold rush last year, but how they invested varies. |
The Motley Fool
February 10, 2010
Dan Caplinger |
Keep Your Values and Still Beat the Market Funds focusing on socially responsible investing hit a home run in 2009. |
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. |
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
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. |
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. |
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? |
The Motley Fool
January 6, 2012
Alyce Lomax |
What to Divest in 2012 Many investors don't lose sleep at night agonizing about the social responsibility of their portfolios, but perhaps more should. |
The Motley Fool
November 16, 2009
Selena Maranjian |
Exciting Young Funds Buck the Trend Death and rebirth in the land of mutual funds. |
On Wall Street
January 1, 2011 |
Five Questions With Bennett Freeman Bennett Freeman works with companies that traditional socially responsible investors never used to consider owning, like Exxon Mobile and Dow Chemical. He talks about advocating with those companies to adopt greener policies. |
The Motley Fool
August 9, 2006
S.J. Caplan |
Stocks With Scruples At first blush, it's hard to deny the allure of potentially saving the world while also reaping investment returns. But questions and conflicts abound. Catch up with last month's SRI developments. Energy Conversion Devices... Green Mountain Coffee Roasters... etc. |
The Motley Fool
June 2, 2010
Alyce Lomax |
Reinforce Your Returns With Social Responsibility These companies could benefit your portfolio and the planet in equal measure. |
Financial Advisor
March 2005
Karen DeMasters |
A Passion For Values Some advisors are focusing their practices on socially conscious investing. |
The Motley Fool
October 10, 2006
S.J. Caplan |
Stocks With Scruples The SRI indices actually outperformed the general market again last month, although they still lag in year-to-date performance. So what's been going on? |
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
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? |
The Motley Fool
December 31, 2010
Alyce Lomax |
Sin Stocks Revisited Investors would do well to track the changing face of social responsibility. |
The Motley Fool
August 14, 2007
S.J. Caplan |
Stocks With Scruples Catch up with last month's SRI developments: Calvert... Domini... Russell 3000... Social responsibility reports... etc. |
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. |
