Are your mutual funds socially responsible? Find out for free.

[Lisa23]

Calvert Group is an investment company that has specialized in socially responsible investing (SRI) since its inception over 30 years ago. They also provide a free, on-line "Know What You Own" screening software for over 1000 mutual funds.

If you're lucky enough to find your fund on the list, you'll be rewarded with an in depth screening of each of the fund's stock holdings for thirteen SRI criteria. These criteria are alcohol, animal welfare, corporate governance, communal relations, environment, gambling, human rights, indigenous people rights, product safety and impact, Sudan, tobacco, and worker's safety.

Lisa

[David Loeper]

Originally Posted by Lisa23

Calvert Group is an investment company that has specialized in socially responsible investing (SRI) since its inception over 30 years ago. They also provide a free, on-line "Know What You Own" screening software for over 1000 mutual funds.

If you're lucky enough to find your fund on the list, you'll be rewarded with an in depth screening of each of the fund's stock holdings for thirteen SRI criteria. These criteria are alcohol, animal welfare, corporate governance, communal relations, environment, gambling, human rights, indigenous people rights, product safety and impact, Sudan, tobacco, and worker's safety.

Lisa

Thanks for sharing this. I guess CAAAX is going to have to sell it's position in Amazon since they announced they are going to be selling wine.

[Julie Rains]

There are so many definitions of SRI -- I did a post on green investing and I was fascinated by the varying SRI/Green screens.

[Lisa23]

Just read your article on wise bread. thanks for the link.


It is pretty amazing. My initial post in this thread is actually taken from a recent post on my blog, and my blog is about just that: Living responsibly. It's not always easy!

Lisa