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KEY
ARTICLES
Here are some of the most important and informative articles
about socially responsible investing. I hope you find
them useful. Let me know if there are other sources
or information you would like to explore.
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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.
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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.
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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
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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
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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
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PDF at Shareholder Action Network
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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
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PDF at Cornell University
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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
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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
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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
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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.
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PDF ~~ View
Text at Social Investment Forum
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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.
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Text at SocialFunds.com
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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)
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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.
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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.
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