OTHER PUBLICATIONS

Mutual Funds

Gulf Lessons

By Jerilyn Klein Bier, August 2010 issue

Was BP ever green? ESG fund managers share their views.

Counting On Green

By Eric Rasmussen, August 2010 issue
The BP disaster has thrown a spotlight on environmental, social and governance data.

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Gender Equality Fuels Performance

By Jerilyn Klein Bier, August 2010 issue
SRI fund focuses on global companies with strong female leaders, initiatives.

Green Companies On The Fast Track For Growth

By Jerilyn Klein Bier, June 2010 issue
SRI leader shares top investment picks in sustainability markets targeted for average annual revenue growth of 20%-plus in a weak economy.

COLUMN: The Socially Conscious Advisor

By Steve Schueth, June 2010 issue
Power Of The Proxy

Parnassus Added To Fund Line-Up

By Dorothy Hinchcliff - Thursday, 22 July 2010
A company that works with 3,000 financial advisors who provide retirement plan services to their clients has expanded its fund line-up by adding sustainable fund family Parnassus Investments.

Navigating Socially Responsible ETFs

By Jerilyn Klein Bier, June 2010 issue
Learn what exchange traded funds can offer SRI investors—and a few caveats to watch out for, too.

403(b) Plans Being Revamped

By Jilian Mincer, June 2010 issue
Socially responsible investments, especially faith-based mutual funds, are finding a place in more 403(b) retirement plans.

Utilities Power Up Green Initiatives

By Jerilyn Klein Bier, June 2010 issue
SRI experts reveal which investments are best positioned to benefit from industry trends.

SRI Moving Into Mainstream 401(k) Plans

By Jerilyn Klein Bier, May 2010 issue
Most 401(k) plans don't offer SRI options. However, a certified financial planner recently launched an SRI rating system that may help to change that.

SRI Footprint Expanding

By Jerilyn Klein Bier, May 2010 issue
Should SRI funds be investing in companies that fail their traditional ESG screens? More investment pros are saying yes—and are helping with advocacy efforts.

Water: Blue Gold

By Bruce W. Fraser - Friday, 16 April 2010
Water sustainability is likely to be a mainstream issue this year for investors as growing pressures combine to force investments in water infrastructure and technology.

SRI Bond Funds A Small But Growing Niche

By Bruce W. Fraser, April 2010 issue

Socially responsible equity funds get the lion’s share of attention these days, but SRI bond funds may be an attractive alternative for some of your clients' portfolios.

Just For Financial Advisors

By Dorothy Hinchcliff - Tuesday, 06 April 2010
A particular group of new mutual funds might be perfect for financial advisors who aren’t well versed in socially responsible investing but who have some clients—or potential clients—who would like to invest that way.

Platform Helps Advisors With SRI

By Bruce W. Fraser, February 2010 issue
Envestnet's innovative SRI platform gets praise from advisors who use it.

The Good, The Bad And The Ugly

By Dorothy Hinchcliff - Tuesday, 26 January 2010
Financial advisors should take a closer look at a recent report on SRI fund performance.

SRI Funds Outperform Benchmarks, Mostly

By Dorothy Hinchcliff - Friday, 22 January 2010
The Social Investment Forum has found that 65% of socially responsible mutual funds it analyzed outperformed their benchmarks last year.

Large-Cap Plays

By Bruce W. Fraser, January 2010 issue
The real action in green investing is with big companies who are leading the way, says this portfolio manager.

COLUMN: The Socially Conscious Advisor

By Steve Schueth, January 2010 issue
SRI Outlook 2010: Observations on the socially responsible investing industry from fund company executives who lead it.

Good Mileage Ahead For Electric Vehicle Investments?

By Jerilyn Klein Bier, December 2009 issue
You may be able to help power up clients' portfolios with companies connected to this greener, cleaner transportation.