Raising Your SRI AwarenessRaising Your SRI Awareness
Political and social agendas aside, here are some Web sites that provide basic information on socially responsible investing: The Social Investment Forum's Web site, socialinvest.org, provides a wealth of information, not the least of which is a rundown of the returns on selected funds. Also, look for explanations of various screening processes, the most well known of which involves criteria screening,
February 1, 2002
Gayle Ronan
Political and social agendas aside, here are some Web sites that provide basic information on socially responsible investing:
The Social Investment Forum's Web site, socialinvest.org, provides a wealth of information, not the least of which is a rundown of the returns on selected funds. Also, look for explanations of various screening processes, the most well known of which involves criteria screening, and a matrix showing the filters used by major funds. Any rep can use the site — and join the forum — even if they're not exclusively devoted to socially responsible investing. Members are included in a directory accessible by potential clients.
First Affirmative Financial Network, firstaffirmative.com, is a registered investment adviser offering turnkey products (from mutual funds to annuities), services and research to SRI advisors. Membership in the network is open to any broker, and it, too, provides a referral list of advisors for public use.
In a similar vein, MoneyandValues.com, provides technology to assist advisors with allocating assets across products — stocks, annuities, wrap accounts, etc. — according to a client's values.
Also of interest:
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