SRI Resources
Disclaimer: The UUA does not make recommendations
of one fund or another, one service or another. We include them here for
your information, but we cannot act as an investing service.
All website/company descriptions are based on text from the organizations
themselves.
General SRI Resources
Internet Resources
Shareholder Action Network
The Shareholder Action Network serves as a clearinghouse of information
and analysis to the socially responsible investing community on shareholder
advocacy. A project of the Social
Investment Forum, they seek to link institutional investors and financial
advisors with faith-based groups and social justice, labor, and environmental
organizations to encourage greater corporate responsibility.
Social Investment Forum
The Social Investment Forum is a national nonprofit membership association
dedicated to promoting the concept and practice of Socially Responsible
Investing. Their site includes a complete list of all socially responsible
funds, with performance ratings.
SRI World Group, Inc.
SRI World Group Inc. provides social investing and corporate social responsibility
information. They pride themselves one being independent and objective
sources of information that empower individuals and institutions.
www.SocialFunds.com is a website
of the SRI World Group, Inc., calling itself "the most comprehensive
personal finance site devoted to socially responsible investing, featuring
10,000 pages of SRI mutual funds, community investments, corporate research,
shareowner actions, and daily social investment news."
Other Resources
Books:
Hal Brill, Jack A. Brill, and Cliff Feigenbaum. Investing with Your
Values: Making Money and Making a Difference. Bloomberg Press, 1999.
Amy Domini. Socially Responsible Investing: Making a Difference and Making
Money. Chicago: Dearborn Trade, 2001. An excellent introduction to the
basics of socially rsponsible investing.
Magazines:
The GreenMoney Journal
provides bimonthly themed issues on topics relevant to socially responsible
investing.
Justice-Making Resources
Online Resources
AFL-CIO
The American Federation of Labor-Congress of Industrial Organizations
(AFL-CIO) is the voluntary federation of America's unions, representing
more than 13 million working women and men nationwide.
Coalition For Environmentally Responsible
Economies [CERES]
Ceres is a leading U.S. coalition of environmental, investor, and advocacy
groups working together for a sustainable future, linking a network of
over 70 companies that have committed to continuous environmental improvement
by endorsing the CERES Principles, a ten-point code of environmental conduct.
Co-op America
A national nonprofit organization founded in 1982, which provides the
economic strategies, organizing power and practical tools for businesses
and individuals to address today's social and environmental problems.
Co-op America's Green Pages
Online: America's premier directory of qualified green companies with
demonstrated commitments to social and environmental responsibility.
Corporate Sunshine Working
Group
The Corporate Sunshine Working Group (CSWG) is an alliance of investors,
environmental organizations, unions, and public interest groups working
to enforce and expand SEC corporate social and environmental disclosure
requirements.
CorpWatch
CorpWatch counters corporate-led globalization through education and activism.
They work to foster democratic control over corporations by building grassroots
globalization--a diverse movement for human rights, labor rights and environmental
justice.
Interfaith Center on Corporate Responsibility
ICCR is a thirty-year-old international coalition of 275 faith-based institutional
investors including denominations, religious communities, pension funds,
healthcare corporations, foundations and dioceses.
Kinder, Lydenberg, Domini & Co., (KLD)
KLD Research & Analytics, Inc. is a leading provider of social research
for institutional investors, serving institutional clients by providing
performance benchmarks, corporate accountability research, and consulting
services analogous to those provided by financial research service firms.
The firm is perhaps best known for its Domini 400 Social Index.
Shareholder Action Network
The Shareholder Action Network serves as a clearinghouse of information
and analysis to the socially responsible investing community on shareholder
advocacy. A project of the Social
Investment Forum, they seek to link institutional investors and financial
advisors with faith-based groups and social justice, labor, and environmental
organizations to encourage greater corporate responsibility.
www.SocialFunds.com is a website
of the SRI World Group, Inc., calling itself "the most comprehensive
personal finance site devoted to socially responsible investing, featuring
10,000 pages of SRI mutual funds, community investments, corporate research,
shareowner actions, and daily social investment news."
Other Resources
Magazines:
The GreenMoney Journal
provides bimonthly themed issues on topics relevant to socially responsible
investing.
Investing Resources
Online Resources
Business Ethics: Corporate
Social Responsibility Report
Since 1987, Business Ethics has been the only national publication
focused on socially responsible business and investing. The bi-monthly
magazine presents socially responsible investing tips as well as other
business news, trends, and issues. Its January/February issue focuses
on social investing and announces the winners of the Social Investing
Awards.
The Calvert Group
Calvert has been a leader in the SRI field for nearly two decades. It
has become a leading provider of the broadest array of SRI mutual funds
(with respect to asset allocation) across equity, bond and money market
portfolios.
Citizen Funds
Established on the premise that effective corporate citizens make for
the most effective companies, Citizens serves institutional clients and
retail investors by investing in companies that we believe are fundamentally
strong and socially responsible. Over the past two decades, they have
been at the forefront of mainstream SRI methodology and traditional investment
approaches, continuously refining their research process to make theirs
one of the most rigorous and efficient in the business.
Domini Social
Investments
An investment firm specializing exclusively in socially responsible investing,
managing assets for individual and institutional investors who wish to
integrate social and environmental criteria into their investment decisions.
Ethical Funds (Canada)
Ethical Funds is Canada's most comprehensive family of socially responsible
mutual funds with approximately $2 billion in assets under management.
Their family of funds provides professional money management while investing
in a way that reflects the commonly held values of Ethical Funds investors.
First Affirmative
Financial Network, LLC
An independent investment advisory firm registered with the SEC, First
Affirmative has provided consulting and asset management services for
socially conscious institutional and individual investors since 1988.
First Affirmative supports a nationwide network of investment professionals
who specialize in socially and environmentally responsible investing,
and produces the annual SRI in the Rockies Conference.
Institutional Shareholder Services
Institutional Shareholder Services is one of the world's leading providers
of proxy voting and corporate governance services. The Unitarian Universalist
Association uses its services to vote its proxies in a screened, socially
responsible manner.
Investor Responsibility Research Center
IRRC is one of the world's leading sources of impartial, independent research
on corporate governance, proxy voting and corporate responsibility issues.
IRRC provides research, software products and consulting services and
offers guidance and advice on proxy voting, enabling clients to make informed,
considered decisions that reflect their investment philosophies.
Kinder, Lydenberg, Domini & Co., (KLD)
KLD Research & Analytics, Inc. is a leading provider of social research
for institutional investors, serving institutional clients by providing
performance benchmarks, corporate accountability research, and consulting
services analogous to those provided by financial research service firms.
The firm is perhaps best known for its Domini 400 Social Index.
Pax World Funds
The Pax World Funds seeks to enable persons of conscience to invest in
keeping with their ethical values and to challenge corporations to establish
and meet certain ethical standards. The Funds invest in companies that
produce goods and services that improve the quality of life such as health
care, technology, housing, food, education, pollution control, utilities,
and leisure-time activities. The Funds do not invest in companies that
make defense or weapons-related products or that derive revenue from the
manufacture of tobacco, alcohol, or gambling products.
Social Investment Forum
The Social Investment Forum is a national nonprofit membership association
dedicated to promoting the concept and practice of Socially Responsible
Investing. Their site includes a complete list of all socially responsible
funds, with performance ratings.
SRIStudies.org
This website is intended as a resource for people interested in the impact
of social screening on investment performance, and in other quantitative
aspects of socially responsible investing (SRI).
SRI World Group, Inc.
SRI World Group Inc. is a leading provider of social investing and corporate
social responsibility information. They pride themselves at being independent
and objective sources of information that empower individuals and institutions.
Trillium Asset Management
Corporation
For over nineteen years, Trillium Asset Management Corporation has been
the leader in the social investment field. They are a majority employee-
and women-owned firm, guided by a belief that investing can return a profit
to the investor, while also promoting social and economic justice.
Walden Asset
Management
Walden Asset Management provides socially responsive investment services
to individuals and institutions; they provide a broad array of domestic
and international investment services, striving to serve all aspects of
our clients' investment needs, including portfolio management, social
research and shareholder advocacy and account custody.
www.SocialFunds.com is a website
of the SRI World Group, Inc., calling itself "the most comprehensive
personal finance site devoted to socially responsible investing, featuring
10,000 pages of SRI mutual funds, community investments, corporate research,
shareowner actions, and daily social investment news."
Other Resources
Magazines and Journals:
Business
and Society Review
The Journal of the Center for Business Ethics at Bentley College, published
on behalf of the Center for Business Ethics at Bentley College. Business
and Society Review addresses a wide range of ethical issues concerning
the relationships between business, society, and the public good. Its
contents are of vital concern to business people, academics, and others
involved in the contemporary debate about the proper role of business
in society.
Community Investing Resources
Online Resources
Building Communities
Located at www. communityinvest.org,"Building Communities" is
a free publication detailing what everyone should know about how to find
responsible community banking and borrowing options that help build communities.
A website of the Social Investment Forum Foundation and Co-op America.
National Community Capital
Association
The National Community Capital Association is a national membership organization
of community development financial institutions (CDFIs). Their Member
CDFIs provide capital, technical assistance, and development services
to support the revitalization of economically-disadvantaged urban, rural,
and reservation-based communities across the United States.
National Congress for Community
Economic Development
The National Congress for Community Economic Development (NCCED) is the
trade association for more than 600 community-based and community controlled
development organizations. These community development corporations (CDCs)
focus on economic development in low-and moderate-income communities in
rural and urban America.
National Federation of Community Development
Credit Unions
The National Federation of Community Development Credit Unions (NFCDCU)
was established in 1974 by a coalition of low-income credit union leaders
dedicated to revitalizing low-income and minority communities. NFCDCU
helps community development credit unions (CDCUs) provide affordable loans,
secure savings, basic financial education and other vital services to
low-income and minority consumers who might otherwise fall victim to predatory
financial services.
www.SocialFunds.com is a website
of the SRI World Group, Inc., calling itself "the most comprehensive
personal finance site devoted to socially responsible investing, featuring
10,000 pages of SRI mutual funds, community investments, corporate research,
shareowner actions, and daily social investment news."
Other Resources
Coming soon!
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