Social Investing

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Social Investing

  1. 1. SOCIALLY RESPONSIBLE INVESTING By. Jeanette Melahouris
  2. 2. INVESTING MONEY..IN PLAIN ENGLISH Socially Responsible Investing (SRI)  putting your money into companies that best serve society, and describes an investment strategy which seeks to maximize both financial return and social good.
  3. 3. SOCIAL INVESTMENT FORUM (SIF) <ul><li>The U.S. national nonprofit membership association for professionals, firms and organizations dedicated to advancing the practice and growth of socially responsible investing . </li></ul><ul><li>500 members </li></ul><ul><li>Press Releases & Member/Employee Voices </li></ul><ul><li>Main Goal: Educate others on advancing in SRI </li></ul>
  4. 4. <ul><li>One of top 50 managers of mutual funds & Portfolio Development. </li></ul><ul><li>Five Key Strengths: Discipline, Experience, Choice, Integrity, and Commitment. </li></ul><ul><li>Offer different sustainable investing approaches </li></ul><ul><li>Offer advice to: Individual Investors, Financial Investors, Institutional Investors. </li></ul>
  5. 5. <ul><li>Free Services: Mutual Fund Advice, Free Subscription, Free Investment Guides, Better Business information, etc. </li></ul><ul><li>More of a Google feel on SRI. </li></ul><ul><li>Social Funds, talks to company management to better invest your funds. </li></ul>
  6. 6. ROCKY MOUNTAIN HUMANE INVESTING <ul><li>RMHI suggests a $100,000 minimum investment (waived for referrals and non-profit's). </li></ul><ul><li>Investing that respects animals and the environment (ONLY!) </li></ul><ul><li>Specialty: All investments must meet their investment and ethical criteria. </li></ul><ul><li>Blog! </li></ul>
  7. 7. <ul><li>Independent investment research firm providing management tools to professionals by integrating environmental, social and governance factors into their investment decisions.  </li></ul><ul><li>KLD products and services are used by more than four hundred clients worldwide. </li></ul><ul><li>Only site who showed alliances and who else they work with. </li></ul><ul><li>Blog! </li></ul>
  8. 8. QUESTIONS FOR YOU…. <ul><li>What investment company would you choose? - Social Investment Forum </li></ul><ul><ul><ul><li>- Calvest </li></ul></ul></ul><ul><ul><ul><li>- Social Funds </li></ul></ul></ul><ul><ul><ul><li>- Rocky Mountain Humane Investing (Animals) </li></ul></ul></ul><ul><ul><ul><li>- KLD </li></ul></ul></ul><ul><li>If you were a business investor, would any information be useful that is not on the websites? </li></ul>

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