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May 08, 2002

New Report Gives Investors Insight to Social Investing

Publication by SRI World Group Is the First of Its Kind

Brattleboro, VT – For the first time, institutional investors and investment professionals can get a complete view of the world of social investing from one source — the Leading Social Investment Indicators™ Report. Global in scope, this new report from SRI World Group, Inc. analyzes the impacts of major developments regarding socially screened mutual funds, corporate governance, shareowner advocacy, community investing, corporate social research, and academic research.

"Social investing is growing so rapidly that keeping abreast of the latest events and newest products requires significant resources. The Leading Social Investment Indicators™ Report offers institutional investors and financial professionals the analysis and information they need all in one place," said Jay Falk, president of SRI World Group.

This first edition of the Leading Social Investment Indicators™ Report highlights the important changes and developments in social investing that occurred in 2001. It includes a thorough review of global corporate governance developments, including an examination of the growing interest in corporate governance rating systems. “Investors have been clamoring for good corporate governance long before the demise of Enron,” commented Mr. Falk. “The Leading Social Investment Indicators™ Report documents the significant changes that occurred in corporate governance around the world in 2001, which investors should find quite valuable.”

The Leading Social Investment Indicators™ Report covers a wide range of other useful information. In 2001, for example, shareowners voted on more social and environmental resolutions than during any other year since 1992. The report explains which money management firms filed resolutions on what issues, and identifies the large institutional investors that are becoming more active shareowners.

Regarding the financial performance of social investments, the report offers a detailed analysis of socially screened mutual funds that includes information such as fund percentile rankings. The report also summarizes the year’s most important academic research related to social investment, much of which is concerned with financial performance.

The report is one of a series of new products offered through www.institutionalshareowner.com, a website designed for institutional investors and financial professionals. SRI World Group also recently published Sustainable & Responsible Investment Strategies — A Guide for Fiduciaries and Institutional Investors. The firm offers consulting services that enable institutional investors to take a customized approach toward adopting social investment strategies. SRI World Group also operates www.socialfunds.com for individual investors.

Contact:
Jay Falk or Doug Wheat
(802) 251-0500
www.institutionalshareowner.com/reports.html#indicators

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Socially Responsible Investing is the act of making investment decisions to achieve social as well as a financial return. Together a social and financial return are often described as a "double bottom line." The three main strategies of socially responsible investing (SRI) include screening, community investing, and shareholder activism.

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