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Items Tagged With SRI

Do We Really Need Market Returns?
Written By: Casson Rosenblatt
2008-01-29 16:41:14
A recent article in the Christian Science Monitor discusses the eternal question of ethical investing: "Can you have market rate returns and be socially responsible?"  Perhaps it should be framed as, "Must people in the business of SRI (mutual funds) emphasize the ability to meet market benchmarks in order to exist?"  G. Jeffrey Macdonald's conclusion is right there in his title: "Maybe SRI investors should settle for lower returns - and more satisfaction." 


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Green Century Balanced Fund (GCBLX) Offers an Environmentally-Friendly Investing Opportunity
Written By: Miranda Marquit
2008-08-15 10:31:51
With green investing becoming more popular, many people are looking for ways to diversify into green holdings -- and even diversify within their green holdings. One way to do this is with green funds and indexes. And a green fund that is doing fairly well, considering the stock market performance over the past year, is the Green Century Balanced Fund (GCBLX). GCBLX chooses from stocks and bonds from environmentally companies, according to the fund's objective.



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Help Choosing an SRI Mutual Fund
Written By: Casson Rosenblatt
2007-10-18 10:49:57
For those of you who are trying to find a SRI mutual fund to invest in, Amy L. Fontinelle on her blog Two Pennies Earned, has done some of the heavy-lifting for you. She narrows down a long list provided by Social Investment Forum and Morningstar and reviewed 16 funds in depth. This is how she describes her process:

I started compiling the list from funds that had 9% or higher returns over a 10 year period. I aim for this return myself whenever choosing a fund since the S&P 500 historically returns this amount and my retirement calculations are therefore based on it. Then I expanded my list to funds that returned 7% - 9% since there were so few in the first category. I also added other funds that sounded like they might have potential.



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HSBC Launches Climate Change Index
Written By: David Neubert
2007-09-26 11:07:34
Seems like every financial institution is getting on climate change and socially responsible investing. Somehow I think they are a bit ahead of most investors. I'd be much more interested in data about companies that see themselves as responsible for the planet and how they perform financially versus companies that exist only to reward their executives.

HSBC Logo New YorkThe HSBC Index tracks 300 companies worldwide that make money from fighting climate change, such as wind turbine and solar panel manufacturers and biofuel companies.

Financial Times Article about HSBC Global Climate Change Index.

Thanks ThePanelist reader Steve K. for bringing this one to our attention.


Investing on My Own Terms: A Definition of SRI
Written By: Casson Rosenblatt
2007-06-25 10:30:40
Somewhere along the way, an industry becomes defined by the terms used to describe it. And then sprouts a descent saying that the original terms are somehow skewing the real meaning of what the industry does, or perhaps, unfairly paints another industry as not being what the new industry says it is. Such is the case with socially responsible investing (SRI).
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