SocialFunds.com Press Releases
July 16, 2002
Free Guide Helps Investors Select Ethical and Responsible Investments
Booklet on socially responsible mutual funds is now available from www.SocialFunds.com
(Brattleboro, VT) A new guide aimed at helping individual investors align their investments with
their values has just been published by SRI World Group. The 20-page guide, entitled Investing in
Socially Responsible Mutual Funds, is part of a free socially responsible investing (SRI) Mutual
Funds Kit that can be ordered from www.SocialFunds.com.
SocialFunds.com is a service of
SRI World Group and is the Internet's most comprehensive personal finance site devoted to socially
"At a time of unprecedented cynicism about corporate ethics, this
guide is a valuable resource for the individual investor whose faith in Wall Street has been shaken
to the core," said Jay Falk, president of SRI World Group. "If recent events prove anything, it is
that corporate responsibility is a central component of a company's success. Investing based on
one's values is anything but na´ve. In fact, it is a shrewd and prudent way to identify solid
long-term investments. The goal of this guide is to help the individual investor do just that."
Investing in Socially Responsible Mutual Funds addresses the misconception that social and
environmental screening hurts performance. According to Morningstar, 33.3 percent of the socially
responsible mutual funds (15 out of 54) it tracks earned either four or five stars, compared with
32.5 percent of all mutual funds.
Investing in Socially Responsible Mutual Funds is an
easy-to-read guide that gives readers the information they need to start investing in SRI mutual
funds. Because the guide covers fundamentals such as asset allocation, investment style, and the
different types of SRI mutual funds, it will help the reader create a plan for meeting his or her
financial goals. Investing in Socially Responsible Mutual Funds also explains how different funds
integrate social and environmental criteria into their investment strategies.
funds select investments based not only on financial performance but on social and environmental
performance as well," said Falk. "And many SRI mutual funds do more than use positive and negative
screens. A number of SRI funds try to change corporate behavior by conducting dialogue with
companies and by submitting shareowner proposals, and many others invest capital in distressed
urban and rural communities. This guide helps investors identify those SRI mutual funds that act in
accordance with the investors' values and beliefs."
The free SRI Mutual Funds Kit also
includes prospectuses and informational materials about funds offered by several socially
responsible mutual fund companies.
In tandem with the release of the free SRI Mutual Funds
Kit, SRI World Group is also launching a revised SocialFunds.com. SocialFunds.com has been revamped
with a new, user-oriented navigation system that makes it easier to access the site's vast
SocialFunds.com offers social and environmental research on over 1,800
companies, daily news stories from around the world on socially responsible investing and corporate
responsibility, social mutual fund performance statistics, updates on shareowner resolutions, and
community investment information.
About SRI World Group
SRI World Group
provides information, research, and consulting services regarding socially responsible investing
and corporate social responsibility. For more information about SRI World Group, please visit
In addition to SocialFunds.com, SRI World Group operates
www.InstitutionalShareowner.com, an information site for institutional investors,
www.SRI-adviser.com, an SRI resource center for financial professionals, and www.CSRwire.com, a
corporate social responsibility presswire service and corporate sustainability report distribution