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Registered Rep.
January 27, 2014
Stan Luxenberg |
The Price of Buying High To help clients avoid ill-timed moves, consider reliable funds that have histories of delivering strong investor returns.   |
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 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
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. |
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. |
Financial Planning
March 1, 2010
Ilana Polyak |
Social Value The $110 million Appleseed Fund of Chicago focuses on socially responsible, value oriented companies. |
Registered Rep.
July 6, 2010
Stan Luxenberg |
Top Crusading SRI Funds To Invest In While some socially responsible funds are avoiding oil producers, other portfolio managers own energy companies that have made innovations in preserving the environment. |
Financial Advisor
June 2007
Alan Lavine |
Faithfully Yours Faith-based mutual funds are delivering a strong one-two punch: They are spiritually in tune and delivering solid returns. |
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. |
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 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. |
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. |
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.
November 27, 2012
Stan Luxenberg |
Time Heals All Returns What a difference 10 years make. The long-term picture for stock funds has improved because markets climbed in recent months, and some bad returns from 2002 dropped out of the 10-year record. |
Financial Planning
April 1, 2013
Ilana Polyak |
Investing the Islamic Way Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims. |
Registered Rep.
February 13, 2013
Stan Luxenberg |
The Land of Opportunity: Europe? Asia, Yes, but Europe? There is good reason to expect that foreign stocks will continue climbing. Plenty of Wall Street analysts expect that economies will grow in Europe and Asia this year. But clients may still be wary. |
The Motley Fool
June 16, 2009
Selena Maranjian |
These ETFs Help You Do The Right Thing Those who prefer ETFs to funds, and who gravitate toward SRI, can combine those two aims with socially responsible ETFs. Here are two possibilities. |
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? |
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. |
Financial Advisor
December 2011
Marla Brill |
Rewarding The Faithful Nicholas Kaiser finds that investing according to Islamic virtues can also win handsome Earthly rewards. |
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. |
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. |
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
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. |
The Motley Fool
May 30, 2007
Selena Maranjian |
The World of Religious Mutual Funds Religion-based mutual funds do exist, and they're growing in number. Timothy funds... Amana fund family... etc. |
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. |
Registered Rep.
July 20, 2012
Stan Luxenberg |
To Index Emerging Markets or Not to Index? Index funds may not be the right choice for many investors who seek exposure to growing economies. |
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 Advisor
March 2005
Karen DeMasters |
A Passion For Values Some advisors are focusing their practices on socially conscious investing. |
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
August 3, 2007
Selena Maranjian |
Do-Gooders Do Well Well, what do you know -- socially responsible companies do outperform. Companies that are considered leaders in environmental, social and governance policies are also leading the pack in stock performance, by an average of 25%. |
Financial Advisor
August 2005
Alan Lavine |
Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds. |
The Motley Fool
August 27, 2009
Selena Maranjian |
Value-Based Investing Looks East One particular fund and ETF area that has seen a lot of activity lately is in funds designed to conform to Islamic principles. |
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 31, 2010
Alyce Lomax |
Sin Stocks Revisited Investors would do well to track the changing face of social responsibility. |
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
April 20, 2007
Dan Caplinger |
Dueling Fools: Socially Responsible Investing Bull The environmental movement has successfully enlisted the aid of businesses to support its efforts. Investing in a manner that supports those efforts is good for your portfolio and for the good of all. |
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. |
The Motley Fool
November 23, 2005
Jim Gillies |
Profit Without Purgatory Is ethical investing meaningful, or is it a marketing ploy? If you look hard enough, you can find something bad with about nearly every prospective investment. How should we feel about that? |
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? |
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
April 28, 2005
Selena Maranjian |
Mutual Funds Pushing for Good Governance Many fund families are supporting reforms for corporate America. |
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. |
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. |
Financial Advisor
December 2009
Jeff Schlegel |
Any Bargains Left? After the market's run-up, advisors find value for their investors in unconventional ways. |
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. |
Investment Advisor
September 2007
Kathleen M. McBride |
Principled Performance Nick Kaiser invests Amana's portfolios according to Islamic principles -- and consistently outperforms. |
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. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
Investment Advisor
April 2009
Vaughan Scully |
The ETF Advisor: Socially Responsible Investing The first installment of a new monthly feature |
