ARTICLES: Socially Responsible Investing

 


KEY ARTICLES

Here are some  informative articles about Progressive Asset Management and socially responsible investing. We hope you find them useful. Let us know whether there are other sources or information you would like to explore.

 
Your Investments Can Do More than Just Grow
Progressive Asset Management Approach to Socially Responsible Investing
Progressive Asset Management Investment Services
Community Investment
Key Findings of the 2003 Moskowitz Prize Winning Report
Socially Responsible Funds earning top marks edged even higher in 2002
Securities and Exchange Commission Requires Proxy Voting Policies, Disclosure by Investment Companies and Investment Advisers
ICCR Receives International Award for Efforts
2001 Report on Socially Responsible Investing Trends in the United States
Social Fund Assets in the U.S. May Top a Quarter of a Trillion Dollars in Ten Years
Raising Conscience, Assets of "Social" Funds
US social fund assets seen tripling by 2011.
Social Investment Forum
 

Disclaimer:
The information provided in this web-site is collected from sources believed to be reliable and we provide no warranty, guarantee, or have liability for its contents. The information to follow is not meant to be investment advice or recommendations, and it is not meant as an offer to buy or sell any security.

 

 

 


2005 Report on Socially Responsible Investing Trends

"The This report marks ten years since the Social Investment Forum published its first biennial report on socially responsible investing (SRI). Over those ten years, socially responsible investment assets grew four percent faster than the entire universe of managed assets in the United States, the 2005 report finds. SRI assets rose more than 258 percent from $639 billion in 1995 to $2.29 trillion in 2005, while the broader universe of assets under professional management increased less than 249 percent from $7 trillion to $24.4 trillion over the same period.socially responsible investment industry in the United States is a young phenomenon. Even referring to it as an 'industry' ten years ago may have been a bit of a stretch. While it has grown dramatically in recent years, it is an area of work, study and practical application that continues to evolve in many significant ways."

Social Responsible Investment Forum
Washington D.C.

View PDF from Social Investment Forum

 

 

 




Return to top
to select
other articles
 

 


Mutal Funds Proxy Voting and Fiduciary Responsibility

The Forum examined proxy information for the ten largest mutual fund families in the U.S. by total net assets (identified here as Conventional funds), as well as the top ten socially responsible investing or SRI fund families. To provide investors with a sampling of what is happening in the proxy voting arena, we chose to review votes for the following issues, at a variety of companies and industries receiving such investor resolutions:
• Six Corporate Governance Issues
• Six Social or Environmental Issues
• Four "Vote-No Campaigns"


Social Investment Forum
Washington, DC

View PDF from Social Investment Forum

 




Return to top
to select
other articles
 


Over 70 Percent of Largest Socially Responsible Mutual Funds got Top Marks from Morningstar, Lipper in 2003

"As the markets started moving up again after a full three-year stock slump, well over two thirds (71 percent) of the largest socially and environmentally responsible mutual funds in the United States earned the highest possible ratings ..."

Social Investment Forum
Washington, DC
Read online at Social Investment Forum




Return to top
to select
other articles
 


2003 Shareholder Proxy Season Overview: Social and Corporate Governance Resolution Trends

"A Report from the Investor Responsibility Research Center (IRRC) and the Interfaith Center on Corporate Responsibility (ICCR) Released by IRRC, ICCR, the Social Investment Forum and CERES ..."

Shareholder Action Network
View PDF at Shareholder Action Network




Return to top
to select
other articles
 


Key Findings of the 2003 Moskowitz Prize Winning Report

"Corruption and International Valuation: Does Virtue Pay? ..."

Charles M. C. Lee
David T. Ng
Cornell University
View PDF at Cornell University




Return to top
to select
other articles
 


Socially Responsible Funds earning top marks edged even higher in 2002

"Screened Funds More Likely Than All Types of Funds to Earn Top Morningstar Ratings; Net Inflows for Socially Responsible Funds Seen in Down Year for Mutual Funds."

News Release by the Social Investment Forum
www.socialinvest.org
View On-Screen




Return to top
to select
other articles
 


Securities and Exchange Commission Requires Proxy Voting Policies, Disclosure by Investment Companies and Investment Advisers

"These amendments are designed to enable fund shareholders to monitor their funds' involvement in the governance activities of portfolio companies and to encourage funds to vote their proxies in the best interest of fund shareholders."

News Release by the SEC
www.sec.org
View On-Screen




Return to top
to select
other articles
 


ICCR Receives International Award for Efforts

"...the TBLI Award 2002, an international award honoring organizations whose efforts have helped institutionalize the principles of socially responsible investing within the global business community."

News Release by Social Funds.com
www.socialfunds.com
View On-Screen




Return to top
to select
other articles
 


2001 Report on Socially Responsible Investing Trends in the United States

In examining socially and environmentally responsible investing trends in the two years since its last study, the Social Investment Forum found that the field is healthy and expanding. All of the socially responsible investment strategies embraced by socially conscious investors in the U.S.—screening, shareholder advocacy, and community investing—have enjoyed a robust two years of activity.

Social Investment Forum. November 28, 2001.
View PDF ~~ View Text at Social Investment Forum




Return to top
to select
other articles
 


Social Fund Assets in the U.S. May Top a Quarter of a Trillion Dollars in Ten Years
Study marking Pax World Funds' 30th anniversary also pegs current assets of U.S. socially responsible mutual funds at $103 billion.

Mark Thomsen. SocialFunds.com. August 9, 2001.
View Text at SocialFunds.com




Return to top
to select
other articles
 


Raising Conscience, Assets of "Social" Funds
More investors are putting their money where their mouth is when it comes to issues of social conscience.

Tania Padgett. Newsday, Inc. August 9, 2001: Business & Technology, A51 Newsday (New York, NY)
View On-Screen




Return to top
to select
other articles
 


US social fund assets seen tripling by 2011
Assets in U.S. socially responsible mutual funds could rise to $278 billion in 10 years from $103 billion currently, assuming the growth rate of the last 30 years continues…

Reuters English News Service. August 8, 2001.
View On-Screen




Return to top
to select
other articles
 


ABOUT THE SOCIAL INVESTMENT FORUM

The Social Investment Forum is a national nonprofit membership association dedicated to promoting the concept, practice and growth of socially and environmentally responsible investing. The Forum’s membership includes over 500 social investment practitioners and institutions, including financial advisors, analysts, portfolio managers, banks, mutual funds, researchers, foundations, community development organizations and public educators. The Forum provides cutting-edge research on trends in social investing, provides the nation’s most comprehensive directory of practitioners in the field, and publishes a monthly Mutual Fund Performance Chart on its website, located at www.socialinvest.org.

Background information about the Forum, including the text of its Report on Responsible Investing Trends in the United States, may be found on the Web at www.socialinvest.org. The Forum’s Guide To Socially Responsible Investment Services is available to the public at its website. For a paper copy of the Guide, send $2.00 to: Social Investment Forum, 1612 K Street NW, Suite 650, Washington, D.C. 20006.

Contact: Stephanie Kendall, 703/276-1116
Visit the social investment forum on the web at: www.socialinvest.org.




Return to top
to select
other articles