Socially Conscious Investing
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Happy returns: It's a sin how well this fund performs
Gerald Sullivan runs what you might call the antisocially conscious fund. While socially conscious managers do their best to avoid the “sin” stocks of the world, he can't get enough of them. As portfolio manager of the $131 million Vice Fund (VICEX), Mr. Sullivan invests almost exclusively in three
Socially conscious funds move beyond screen test
Socially conscious funds are getting proactive. For most of their 20-plus-year history, such funds have been focused more on what stocks to avoid than those to own, but that's changing.“[Socially responsible investing] became understood as screening out certain things you disagree with,” said Joe
Funds cater to the faithful
Advisers who have clients with strong religious beliefs have a variety of mutual funds to choose from, including ones focused on Catholics, Southern Baptists and Muslims.
Theme park? New offering lets advisers build portfolios around motifs
Online broker Motif Investing launches features that empower users to formulate their own mix of securities.
Think twice before dropping controversial stock holdings
Public pensions are scrutinizing gun stock investments, but private plan advisers may want to hold off
Radnor Capital Management is back - this time as an RIA
E.F. Hutton & Co. isn't the only venerable brand to rise again in the advisory industry.
Advisers keen to offer clients socially responsible investments: Survey
Most advisers believe they can grow their businesses with investments that marry financial return with social and environmental impact, according to a new survey
Buffett: Think green or forgo green
Companies won't last if they fail to consider the impact of their businesses on the environment, according to Warren E. Buffett, the billionaire chairman and chief executive of Berkshire Hathaway Inc.
A portfolio that purrs
Animal lovers now have their own socially screened stock portfolio to cuddle up with — without the fear of fur balls, ticks or fleas
Advisers seen as key to success of 'impact investing'
The expanding universe of socially conscious investments is beginning to coalesce under one umbrella: “impact investing.”
American Funds shareholders to vote on anti-genocide resolution
For the first time, American Funds shareholders will be voting this fall on whether to ask the boards of directors of 16 funds to institute a divestment policy against companies that do business in countries where genocide and crimes against humanity have occurred.
Green funds return 22.95% through July 31, outperforming the S&P 500
For green investors, patience is not only a virtue, it is a source of profits.
Power Play launches non-traded solar energy index
Power Play Research today launched the Power Play Global Solar Energy Index (PPGSEI), which will record the performance of more than 50 solar energy companies in developed countries worldwide.
Green Century touts small carbon footprint in fund
In a move to raise awareness about transparency in green investing, Boston-based Green Century Capital Management Inc. today announced the results of a carbon analysis of one of its mutual funds.
Genocide-free investing policy urged for Fidelity funds
Shareholders of 13 Fidelity funds will vote next week on a non-binding resolution that asks the funds' boards of trustees to establish a policy of so-called genocide-free investing.
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Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews