Socially Responsible Investing

Socially Responsible Investing first took root among socially active institutions in the 1920s that wished to screen out investments in alcohol and tobacco. Interest grew during the 1960s and 1970s when concerns about the Vietnam War, Nuclear Weapons proliferation, and the Civil and Women’s Rights movements raised awareness among investors. In the 1980s, opposition to the racist system of Apartheid in South Africa galvanized support for responsible investing among many institutional and individual investors. As environmental issues drew more attention, so did investing in clean companies.

The two major strategies are:

Divert investments away from companies that produce tobacco products, pollute the environment, use unfair labor practices, make weapons of war, produce nuclear weapons or nuclear power, or employ other practices that are damaging to the quality of life.

Invest in companies whose products and services contribute to a more socially just and sustainable society.

Socially Responsible Book List

Investing with your Values

by Hal & Jack Brill, & Cliff Feigenbaum, (1999)

Cracking the Corporate Closet: The 200 Best (& Worst) Companies to Work for, Buy from & Invest In

by Baker, Strub and Henning (1995)

Investing for Good: Making Money While Being Socially Responsible

by Kinder, Lydenberg & Domini (1993)

Good Money: A Guide to Profitable Social Investing in the 90's

by Ritchie Lowry (1993)

A Mutual Fund Prospectus containing more complete information may be obtained by eMailing us at jimvlarson@cs.com and should be read carefully before investing or sending money.

Past performance is no

guarantee of future results.

What is Socially Responsible Investing?