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Mutual Funds / Mutual fund profiles


NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | MUTUAL FUNDS
Investors Challenge Mutual Funds on Proxy Voting
Sustainable investment firms respond to update by Ceres by pressuring mutual funds on their proxy voting records relating to climate change. Second in a two-part series.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY
Community Capital Management Publishes Annual Impact Report
In a webinar, Chief Impact Investment Officer David Sand emphasizes the importance the sustainable fixed income firm places on environmental and social impacts.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY | MUTUAL FUNDS
Community Capital Management a Top Fund Performer in 2015
The fund tracker Morningstar ranks the performance of the firm's fixed income investment product among the top one percent of 309 funds in the intermediate government category.

NEWS STORY: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES | FIXED INCOME
Green Bond Investments Reach $600 Billion
The fourth edition of Bonds and Climate Change, published by the Climate Bonds Initiative, reports that 70% of climate-aligned bonds are invested in low-carbon transport, while another 20% focus on clean energy.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY
Community Capital Management Expands Green Bond Offerings
The fixed income investment adviser offers opportunities for sustainable investors to meet their community investment mission.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY
Report Analyzes Impact Investing Funds
The Global Impact Investing Network reports on more than 300 impact investment funds that direct investments by foundations and high net worth individuals to social and environmental opportunities in North America and emerging markets.

NEWS STORY: SUSTAINABLE INVESTMENT | MUTUAL FUNDS | INDIVIDUAL INVESTORS
Individual Investors Struggle with Sustainability
More than half of individual investors surveyed by Morgan Stanley believe financial returns will be compromised by a sustainable investment strategy, but demand from millennials and women are likely to drive an increase in the strategy.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | FOSSIL FUEL INDUSTRY
Sustainable Investment Firms Offer Guide to Fossil Fuel Investing
Along with 350.org, Green Century Capital Management and Trillium Asset Management update a guide for investors who want to divest from fossil fuel companies and reallocate their assets to sustainability.

NEWS STORY: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
Sustainable Assets Up by 76% Since 2012
The biennial Trends Report by US SIF reveals that consideration of environmental, social, and corporate governance factors by money managers has contributed to sustainable assets in the US that now total $6.57 trillion.

NEWS BRIEF: COMMUNITY INVESTMENT | FOOD INDUSTRY | FIXED INCOME
$50 Million to be Invested in Sustainable Agriculture
Community Capital Management commits to investing $50 million of fixed income investments in sustainable agriculture initiatives.

NEWS STORY: COMMUNITY INVESTMENT | FIXED INCOME
Opportunities for Green Bond Investment Increasing
The investment advisory firm Community Capital Management publishes a white paper describing several green bond opportunities that have become increasingly popular among sustainable fixed income investors.

NEWS STORY: SUSTAINABLE INVESTMENT | COMMUNITY INVESTMENT
Two Sustainable Investment Funds Reach Milestones
Community Capital Management's flagship fixed income fund celebrates its fifteenth anniversary, and the fossil fuel free Green Century Equity Fund reaches $100 million in net assets.

NEWS STORY: SUSTAINABLE INVESTMENT | EMERGING MARKETS
Instability in Middle East Dampens Investment
A white paper from Business Monitor International analyzes foreign direct investment in the Middle East and North Africa and concludes that political instability has led to declines in several countries.

NEWS BRIEF: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
PRI Assets Top $45 Trillion
During the past year the Principles of Responsible Investment added more than 200 new signatories, bringing the current number of signatories to 1,265.

NEWS STORY: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES
Third National Climate Assessment Published
In its new report, the US Global Change Research Program asserts that the effects of climate change have already become a present day concern, and announces the launch of a website to help Americans receive reliable scientific information.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
News Briefs for March 20th
Green Century Capital Management releases an animated fossil fuel free investing video, and Community Capital Management announces the launch of the CCM Alternative Income Fund.

BOOK REVIEW: BOOK REVIEW | SUSTAINABLE INVESTMENT
Book Review: Green Investing: More Than Being Socially Responsible, by J. Patrick Costello
The author, a Certified Financial Planner, provides both financial justification for the practice of sustainable investment as well as a primer on investing for the typical investor.

NEWS BRIEF: COMMUNITY INVESTMENT | CORPORATE REPORTING | FINANCIAL INDUSTRY
Community Capital Management Publishes First Impact Report
The Florida-based fixed-income investment adviser reports on its use of proceeds and the social programs financed by its investment activities.

NEWS BRIEF: SUSTAINABLE INVESTMENT | STOCK INDEXES
New Stock Indexes Champion Sustainability
The United Nations Global Compact creates an index of 100 companies adhering to its principles, and STOXX launches two indexes using key performance indicators developed by Axel Hesse.

NEWS BRIEF: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | MUTUAL FUNDS
Alliance Trust Investments Measures Carbon Footprints of its Funds
The UK investment firmís analysis reveals that three of its sustainable equity funds emit less than half the carbon dioxide of their benchmarks.

NEWS BRIEF: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
Sustainable Investment Firms Comment on Fed Plan to Ease Stimulus
The Appleseed Fund expresses some skepticism of the Federal Reserve's optimistic outlook, while Green Century Capital Management highlights the World Bank Green Bonds as part of a diversified portfolio.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY
Community Investment Practitioners Urged to Diversify Approaches
A new report published by US SIF notes barriers to increased community investment but finds that the industry is poised for expansion if practitioners can diversify products and marketing.

NEWS BRIEF: SHAREOWNER ACTION | MUTUAL FUNDS
Shareowner Support for Environmental and Social Resolutions at a Ten-Year High
Jackie Cook of Fund Votes summarizes the 2013 proxy season and notes strong support for shareowner resolutions across the environmental, social, and corporate governance spectrum.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | CARBON MANAGEMENT
US SIF Offers Guides on Climate Change Investment for Retail and Institutional Investors
Warning of the urgent crisis that is climate change, the guides provide basic information on voting proxies, filing shareowner resolutions, and public policy advocacy.

NEWS BRIEF: SHAREOWNER ACTION | SOCIAL ISSUES | HUMAN RIGHTS | FINANCIAL INDUSTRY
Investors Renew Call for Genocide-Free Investing at ING
More than a year has passed since a majority of shareowners supported a resolution sponsored by Investors Against Genocide, but the financial services firm continues to refuse to implement a genocide-free investment policy.

NEWS BRIEF: COMMUNITY INVESTMENT | FINANCIAL INSTITUTIONS
More than $90 Million Invested in SJF Ventures Fund
SJF Ventures, a sustainable venture capital partnership, conducts the final closing of its SJF Ventures III fund with more than $90 million in equity investments in cleantech and technology-enhanced services.

NEWS BRIEF: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
US SIF Launches Online Course on Sustainable Investment
The Forum for Sustainable and Responsible Investment launches the Center for Sustainable Investment Education and the first online course offering of its kind in the US.

NEWS STORY: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | FINANCIAL INDUSTRY
On Divestment and a Portfolio Free of Fossil Fuels
The debate over the investment implications of divestment continues, but the Green Century Balanced Fund has a carbon footprint less than half that of the S&P 500 without sacrificing financial returns.

NEWS STORY: SHAREOWNER ACTION | SOCIAL ISSUES | HUMAN RIGHTS | FINANCIAL INDUSTRY
15 Million Shares Vote for Genocide-Free Investing Proposal at Mutual Fund
Investors Against Genocide calls on Franklin Templeton to adopt a policy against investing in companies whose operations contribute to genocide.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
Pax World Adds TIAA-CREF to ESG Managers Portfolio
TIAA-CREF's fixed-income Social Choice Bond Fund, launched in September, will be included in the Moderate and Conservative portfolios of the series of asset allocation funds.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | INSTITUTIONAL INVESTORS
Portfolios Can Thrive After Fossil Fuel Divestment
As students on campuses across the country respond to climate change by calling on universities to divest fossil fuel holdings, an analysis reveals that divestment could add little financial risk to portfolios.

NEWS BRIEF: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
Sustainable Investment Forums Form International Alliance
The Global Sustainable Investment Alliance, consisting of seven major sustainable membership organizations, publishes a survey of global trends in sustainable investment.

NEWS STORY: SHAREOWNER ACTION | SOCIAL ISSUES | HUMAN RIGHTS
Genocide-Free Investing Proposal on Proxy Ballot at Franklin Templeton
For the first time in at least 19 years, investors in the mutual fund will vote on a shareowner resolution, calling on the company to adopt policies to avoid investing in companies that contribute to genocide.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
Sustainable Investment Assets Continue Growth in Canada
The biennial report by the Social Investment Organization of Canada reveals that sustainable assets under management now represent 20% of the total.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
European Sustainable Funds Hold Own in 2012
The twelfth annual study of Green Social and Ethical Funds in Europe by Vigeo Italia notes that consolidation of the industry has continued for a third year.

NEWS STORY: SHAREOWNER ACTION | SUSTAINABLE INVESTMENT | MUTUAL FUNDS
Top Sustainable Investment Stories of 2012, Part 1
Assets allocated to sustainable investment continue to rise, with increasing amounts focusing on positive screening strategies; however, mainstream mutual funds continue to lag in supporting shareowner resolutions addressing climate change and corporate political spending.

NEWS BRIEF: SHAREOWNER ACTION | POLITICAL SPENDING | MUTUAL FUNDS
Mutual Funds Slow to Engage on Political Spending
Despite growing attention to the risks for corporations, support by mutual funds for resolutions addressing political spending decreased in 2012.

NEWS STORY: SHAREOWNER ACTION | FINANCIAL INDUSTRY | MUTUAL FUNDS
FairPensions Calls on UK Ethical Funds to Adopt Positive Screening and Increase Corporate Engagement
A survey of nineteen UK-based ethical funds finds that most continue to rely on negative screening of sin stocks, and few have committed to shareowner engagement with corporations.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED-INCOME INVESTING
Community Capital Management Helps Fund Sandy Relief
The fixed income investment manager announces that through its CRA Qualified Investment Fund it will dedicate $100 million in assets toward investing in recovery from the hurricane.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED INCOME | EXCHANGE-TRADED FUNDS
Community Capital Management Invests over $4 Million on Behalf of Sustainable ETF
The Florida-based fixed income investment manager, one of the portfolio managers for the AdvisorShares Global Echo exchange-traded fund, invests in projects that promote job creation and provide housing for low- and moderate-income residents.

NEWS BRIEF: SUSTAINABLE INVESTMENT | EMERGING MARKETS
Calvert Launches Emerging Markets Fund
The Calvert Emerging Markets Equity Fund uses the firm's environmental, social, and corporate governance criteria in determining the components of a portfolio investing in the fastest-growing segment of the global economy.

NEWS BRIEF: ENVIRONMENTAL ISSUES | CORPORATE REPORTING
2012 Newsweek Green Rankings Published
With research provided by Sustainalytics and Trucost, this year's Green Rankings note a 20% improvement in companies disclosing environmental information.

NEWS BRIEF: COMMUNITY INVESTMENT | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS
Three Community Development Financial Institutions Receive 2012 NEXT Awards
Primary Care Development Corporation will receive $4.25 million to expand beyond New York State, while Clearinghouse CDFI and the Corporation for Supportive Housing each receive awards of $2 million.

INTERVIEW: SUSTAINABLE INVESTMENT | CORPORATE GOVERNANCE| EMERGING MARKETS
Emerging Markets ESG Updates Database of Contacts
SocialFunds.com talks with Geoffrey Mazullo, whose twenty years of involvement with environmental, social, and corporate governance issues in emerging markets have provided him with a wealth of data and contacts compiled in a unique resource.

NEWS BRIEF: CORPORATE REPORTING | FINANCIAL INDUSTRY | RETAIL INVESTORS
Eurosif Supports Sustainability Disclosures for Retail Investors
The European Commission proposes legislation that would require investment funds and other packaged retail investment products to disclose in key information documents whether they target sustainable outcomes.

NEWS BRIEF: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
PRI Publishes Case Studies of Sustainable Investment
A report provides examples of sustainable investments by CalPERS and other signatories to the Principles for Responsible Investment, and argues for government policies to help mitigate the risks of such investments.

NEWS BRIEF: CORPORATE GOVERNANCE | INSTITUTIONAL INVESTORS
Institutional Investors: Part of the Problem or Part of the Solution?
Authors Ben Heineman and Stephen Davis argue in a working paper that many institutional investors lag behind corporations in transparency, and call for a national database on the behavior of institutions. Second of a two-part series.

NEWS STORY: COMMUNITY INVESTMENT | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS
Community Investment Options Increase but Barriers Remain
A report from US SIF details an increasing number of community investment options, but low awareness, perceptions of low returns and high risk, and increased regulatory scrutiny remain as barriers to a wider uptake of the practice.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | MUTUAL FUNDS
Proxy Voting on Climate Change by Mutual Funds Fails to Account for Materiality
An analysis by Ceres and Fund Votes of 2011 proxy voting reveals that the three largest mutual funds failed to vote in favor of a single climate-related resolution.

NEWS BRIEF: COMMUNITY INVESTMENT | EMERGING MARKETS
Fund Seeks to Improve the Lives of East African Farmers
The Global Impact Investing Network publishes a case study of the African Agricultural Capital Fund, which invests in environmentally sustainable agriculture projects to benefit the rural poor in sub-Saharan Africa.

NEWS BRIEF: SUSTAINABLE DEVELOPMENT | CARBON MANAGEMENT
Clean Energy Initiatives on the Increase in Many States
The third annual State Clean Energy Index from Clean Edge ranks California first among states in its adoption of such indicators as electricity generation from renewable sources and deployment of hybrid and all-electric vehicles.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY | EXCHANGE-TRADED FUNDS
New Exchange Traded Fund Will Support Sustainability Themes
A portion of the assets of AdvisorShares Global Echo ETF will support the Global Echo Foundation, a charitable foundation co-founded by Philippe Cousteau.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY | PRIVATE EQUITY
Private Equity Increases Sustainability Focus
Programs encouraging the uptake of environmental, social, and corporate governance considerations by private equity firms include the Environmental Defense Fund's Green Returns initiative.

NEWS BRIEF: COMMUNITY INVESTMENT | MICROFINANCE
Initiative of Calvert Foundation Seeks to Invest in Women
A $1 million grant from the Citi Foundation launches the Calvert Foundation's Women Investing in Women Initiative, which seeks to raise $20 million for economic opportunities for women.

NEWS BRIEF: COMMUNITY INVESTMENT | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS
SJF Ventures Announces Initial Closing of Impact Investment Fund
Capitalized entirely by private investment, the $75 million SJF Ventures III fund will target growth-stage cleantech companies with positive impacts on low-to-moderate income communities.

NEWS STORY: SOCIAL ISSUES | NUCLEAR WEAPONS INDUSTRY | FINANCIAL INSTITUTIONS
Study Identifies Financial Institutions Investing in Nuclear Weapons
The International Campaign to Abolish Nuclear Weapons names 322 financial institutions from 30 countries with substantial investments in the $100 billion-a-year nuclear weapons industry.

NEWS STORY: SUSTAINABLE INVESTMENT | CORPORATE REPORTING | INSTITUTIONAL INVESTORS
Generation Investment Management Calls for Sustainable Capitalism by 2020
The firm expands upon a manifesto written by co-founders Al Gore and David Blood and calls for mandatory integrated reporting and the pricing of externalities, an end to quarterly earnings guidance, and loyalty-drive securities for long-term investors.

INTERVIEW: SUSTAINABLE INVESTMENT
Interview: Cary Krosinsky, Editor of Evolutions in Sustainable Investment
SocialFunds.com talks with Krosinsky about the challenges to as well as the inevitability of a mainstream uptake of sustainable investing strategies.

NEWS BRIEF: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES
UN Adaptation Database Highlights Corporate Sustainability Efforts
The UN Framework Convention on Climate Change publishes an online database featuring case studies of climate change adaptation activities undertaken by private companies.

BOOK REVIEW: BOOK REVIEW | SUSTAINABLE INVESTMENT
Book Review: Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership
Trucost executive Cary Krosinsky edits a book of essays demonstrating that sustainable investment in an era of growing resource scarcity yields significant opportunities for portfolio outperformance.

NEWS BRIEF: CORPORATE GOVERNANCE | BOARD DIVERSITY | MUTUAL FUNDS
Pax World Appoints New Portfolio Manager for Global Women's Equality Fund
Ivka Kalus-Bystricky will lead Pax World's Global Women's Equality Fund, which invests primarily in large-cap companies that promote gender equality and women's advancement.

NEWS BRIEF: CORPORATE REPORTING | EMERGING MARKETS | STOCK EXCHANGES
Brazilian Stock Exchange Recommends that Companies Report or Explain
BM&FBOVESPA, the Brazilian Stock Exchange, adopts report-or-explain position to encourage sustainability reporting by listing companies in advance of the Rio+20 conference in July.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED INCOME INVESTING
Community Capital Management's Flagship Fund Surpasses $1 Billion in Assets
The Community Reinvestment Act (CRA) Qualified Investment CRA Shares fund, which helps banks meet the credit needs of the communities in which they operate, now has over 300 bank shareowners.

NEWS BRIEF: ENVIRONMENTAL ISSUES | STOCK INDEXES
NYSE Euronext and Bloomberg New Energy Finance Launch New Clean Energy Stock Indexes
The indexes, which will track clean energy stocks in three regions globally, will soon be joined by industry-specific indexes; in the US, new sources of investment must be found to maintain the growth spurred by stimulus funds.

NEWS STORY: COMMUNITY INVESTMENT | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS
New SJF Ventures Fund Is Designated a SBIC Impact Fund
The North Carolina-based venture capital partnership receives green light to capitalize a $75 million fund that will invest in cleantech startups in low-to-middle income communities.

NEWS BRIEF: SUSTAINABLE INVESTMENT | CARBON MANAGEMENT | FIXED-INCOME INVESTING
New Green Bonds Product Will Support Climate Protection
State Street Global Advisors says its High Quality Green Bond product will invest in green bonds issued by supranational or multilateral development banks.

NEWS BRIEF: SUSTAINABLE INVESTMENT | STOCK MARKET INDEXES
Dow Jones Sustainability Indexes Completes Annual Update
Medtronic and Goldman Sachs are added, while Coca-Cola, Hewlett-Packard, and Microsoft are dropped.

NEWS BRIEF: SUSTAINABLE INVESTMENT | PENSION FUNDS
Bill Would Give Federal Employees a Sustainable Investment Option
Congressman Jim Langevin reintroduces the Federal Employees Responsible Investment Act, which would provide a Corporate Responsibility Index as an investment option for federal employees.

NEWS BRIEF: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
MSCI Launches Socially Responsible Index Series
The indexes add exclusions of controversial industry sectors to the best-in-class criteria used by MSCI in its ESG index series.

NEWS BRIEF: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
ING Retirement Plan Adds Sustainable Investment Option
ING's US Retirement Services will offer Pax World's ESG Managers Portfolios series of funds to participants in many of its defined contribution retirement plans.

NEWS BRIEF: PERSONAL FINANCE, MUTUAL FUNDS
Sentinel Investments Creates Two New Sustainable Funds
With the acquisition of Citizens Funds, Sentinel Funds reorganizes existing Citizens Funds to launch Sentinelís first sustainable products.

NEWS STORY: MUTUAL FUNDS, GREEN INVESTING
New Fund Invests in Tomorrow's Green Stars
ThinkCapital launches a green growth fund that focuses on sustainable companies.

NEWS BRIEF: MUTUAL FUNDS, SUSTAINABILITY
New Northern Trust Sustainability Mutual Fund
The KLD Global Sustainability Index provides the universe for a new mutual fund.

NEWS STORY: PERSONAL FINANCE, MUTUAL FUNDS
Three New SRI Funds from Pax World
Sustainable investing pioneer Pax World adds Global Green, International, and Small Cap Funds to its SRI family of funds.

NEWS BRIEF: PERSONAL FINANCE, MUTUAL FUNDS
New Pax Products on the Way
Investors can look forward to fresh products from Pax World who has licensed the KLD Sustainability Indexes.

NEWS STORY: PERSONAL FINANCE; MUTUAL FUNDS
Social Investment Options on the Rise
A flurry of new socially responsible mutual funds and products makes it easier then ever to invest in a double bottom line.

NEWS STORY:
Launch of Five Climate Change Funds May Enrich Investors, But Won't Save the World
Deutsche Bank, F&C, HSBC, Schroders, and Virgin Money launch climate funds, a trend that validates the role of finance in addressing--though not solving--global warming.

NEWS STORY: Environment
Growing Up Green: Winslow Offers New Mid-Cap Green Mutual Fund
As the green market place expands, Winslow launches a mutual fund to capitalize on middle-sized growth companies that offer green solutions.

NEWS STORY:
New Pax World Value Fund Follows "Contrarian Value" Strategy
Pax World's new Fund travels the globe looking for sustainable, yet undervalued companies.

NEWS STORY:
Canada is Coming Clean: First Canadian Global Clean Energy Fund Launched
Criterion Investments has announced its Global Energy Fund, reflecting a growing enthusiasm for clean energy by investors, companies and governments.

NEWS STORY:
Selling As A Clear Message: Investors Rid Their Portfolios Of Companies With Ties To Sudan
Claymore/KLD offers the First Sudan Free ETF for retail investors while the SEC's new list of companies operating in "States of Terrorism" is seen by some as too broad.

NEWS STORY:
Forget Fossil Fuels, Calvert Now Offers Global Alternative Energy Fund
Calvert releases a survey of US investors on climate change and expands its family of funds with an alternative energy fund.

NEWS STORY:
MMA Now Offers Small Cap and Growth Index Funds
Leading faith-based investment company MMA Praxis Mutual grows its offerings with two new screened funds.

NEWS STORY:
Gabelli Launches New Value-Oriented SRI Fund
Gabelli Funds offers its first open SRI Fund, backed up by years of SRI experience working with institutional investors.

NEWS STORY:
Calvert's New Growth Fund Has Global Focus
American SRI pioneer Calvert launches the Calvert International Opportunities Fund, a small and mid-cap fund with UK-based F&C Management as sub-advisor.

NEWS STORY:
Innovative Fund Looks to Johnny Appleseed for Inspiration
The Appleseed Fund offers social investors a fresh venue for investing in undervalued companies selected for their social and environmental records.

NEWS STORY:
Proven Community Investment Fund Now Open to All
Access Capital Strategies changes the structure of its Community Investing Fund to allow individuals and small institutions to invest in the Fund.

NEWS STORY:
Over the Hedge: New Green Hedge Fund of Funds
Kenmar plans to launch socially responsible hedge fund of funds for institutional investors.

NEWS STORY:
Spectra Green Fund Offers a Different Shade of Green
The Spectra Green Fund, from Fred Alger Management, broadens approach to selecting sustainable and environmentally conscious companies.

NEWS STORY:
ABN AMRO Asset Management Launches First Indian SRI Mutual Fund
New fund focuses on companies screened by Indian research and ratings company CRISIL.

NEWS STORY:
Social(k) Catalyzes SRI Retirement Opportunities for Employees
Social(k)ís online retirement platform expands companiesí retirement options by offering over 100 SRI funds.

NEWS STORY:
MicroVest Secures Mutual Fund Investor
Meritas Jantzi Social Index Fund Invests with MicroVest

NEWS STORY:
New Domini Funds Invest in the World
Domini charts new territory with the creation of the Domini PacAsia Social Equity Fund and the Domini EuroPacific Social Equity Fund.

NEWS STORY:
Another Clean Energy Exchange Traded Fund to Launch
First Trust Advisors is slated to introduce an ETF that tracks the NASDAQ Clean Edge US Liquid Series Index early next year.

NEWS STORY:
New Exchange Traded Fund Tracks Domini 400 Social Index
Barclays Global Investors launches the iShares KLD 400 Social Index ETF.

NEWS STORY:
Two New ETFs Fight Climate Change: One Bridges Shift to Cleaner Energy, One Pushes Cleantech
The PowerShares WilderHill Progressive Energy Portfolio and the PowerShares Cleantech Portfolio offer investors increasing choice for investing in climate change solutions.

NEWS STORY:
Pax World Drops Zero Tolerance Screens on Alcohol and Gambling
SocialFunds.com speaks with Pax World CEO Joe Keefe about changes approved today, including the addition of governance, climate change, and human rights screens.

NEWS STORY:
Blue Funds to Invest in Companies that Support Democrats
The two new funds seek to capitalize on research that finds that Democrat-supporting companies significantly outperform Republican-supporting companies.

NEWS STORY:
New Socially Responsible Investing Portfolios Offer Alternatives to SRI Mutual Funds
Investment advisors can now offer retail clients separate accounts tracking seven different indexes, and a new index is geared toward high net worth individuals with Catholic values.

NEWS STORY:
Barclays Files for Permission to Launch iShares ETF Tracking the Domini Social Index
The exchange-traded fund will likely have a low expense ratio, but will not conduct shareowner engagement like the other fund tracking the DSI, the Green Century Equity Fund, does.

NEWS STORY:
Pax World and Citizens Announce Engagement
The marriage would consolidate two leading socially responsible investing firms with primarily complementary offerings.

NEWS STORY:
Green Century Equity Fund Seeks Shareowner Okay to Continue Tracking Domini Social Index
Green Century also announced its intention to lower the expense ratio for the fund with aim of enlarging the fund's investor base.

NEWS STORY:
Domini Shareowners Approve Shift from Index Tracking to Active Management
The transition carries implications for investors, such as capital gains taxes, which Domini is strategically mitigating.

NEWS STORY:
Alternative Energy Revolution Fueled by New Fund Launches Despite Sector Downturn
The launch of the Guinness Atkinson Alternative Energy Fund testifies to optimism about the sub-sector echoed by the launch of the first renewable energy hedge fund by Ardsley Partners.

NEWS STORY:
First Socially Responsible Investing Portfolio Devoted to Diversity Launched
Minority-owned Creative Investment Research conceived of the portfolio to promote corporate diversity while targeting women and minority investors for economic empowerment.

NEWS STORY:
Trillium Takes the Reins from Winslow in Managing the Green Century Balanced Fund
The transition in portfolio managers has shifted the fund back to its roots as a core portfolio holding by reducing risk and diversifying holdings across the multi-cap space.

NEWS STORY:
Parnassus Small Cap Fund Identifies Unique Sustainability Characteristics to Outperform Russell 2000
While the introduction of the Parnassus Workplace Fund a year ago piqued interest, the Parnassus Small Cap Fund unveiled at the same time is turning heads with strong financial performance.

NEWS STORY:
Canadian SRI Funds Perform On Par with Mainstream Funds
A survey of Canadian socially responsible investing funds finds a broad range of rigorousness in assessing corporate social and environmental sustainability.

NEWS STORY:
Winslow and Jupiter Launch Global Green Fund Using Only Positive Environmental Criteria
The Jupiter Green Investment Trust pioneers cross-continent collaboration and evolution from negative screening to positive sustainability criteria.

NEWS STORY:
Bank of China International Investment Managers Launches First SRI Fund in China
The fund combines quantitative screening with qualitative assessment on issues such as corporate governance and social responsibility, but it is unclear how it will handle human rights.

NEWS STORY:
Domini Fund to Shift from Indexing to Active Management
Domini Social Investments proposes shifting the Domini Social Equity Fund from tracking the Domini 400 Social Index to being actively managed by Wellington Management.

NEWS STORY:
Japanese Fund First to Track KLD Global Climate 100 Index
The construction methodology of the Global Climate 100 distinguishes it from other clean energy indexes, and distinguishes this fund from other Japanese eco funds.

NEWS STORY:
Student-Managed Socially Responsible Investing Fund Outperforms the Market
The faculty advisor to the Arnone-Lerer SRI Fund at Villanova University attributes a quarter of the outperformance to environmental, social, and governance factors.

NEWS STORY:
Amana Funds Continue Strong Performance
The Amana Funds' Islamic principles coincide with sound investment strategies that have helped fuel strong financial performance over the past three years.

NEWS STORY:
Thirty Years and Counting: Cofounder Wayne Silby Recounts the Birth of Calvert
To celebrate the thirtieth anniversary of Calvert, SocialFunds.com speaks with co-founder Wayne Silby about its genesis, development, and future.

NEWS STORY:
A Serendipitous Match: Davis Advisors Takes Over MMA Praxis Core Stock Fund
The portfolio holding of Wal-Mart exemplifies (oddly enough) how both Davis Advisors and MMA Praxis emphasize the importance of stewardship and shareowner empowerment.

NEWS STORY:
New Domini Funds Invest in the World
Domini charts new territory with the creation of the Domini PacAsia Social Equity Fund and the Domini EuroPacific Social Equity Fund.

NEWS STORY:
MorningStar analyst comments on Citizens Value Fund
Value-oriented SRI fans should check out Citizens Value

NEWS STORY:
Calvert World Values Fund Tackles Challenges of International Socially Responsible Investing
The fund delivers double-digit three-year returns for shareholders while screening for corporate environmental, social, and governance performance in international and emerging markets.

NEWS STORY:
Rising Oil Prices Fuel Investment Returns in Renewable Energy for New Alternatives Fund
The first environmental mutual fund is also globalizing its reach to capitalize on innovative developments in alternative energies in other countries.

NEWS STORY:
SRI Utilities Fund Flicks Switch to Power Strong Returns
The Flex-funds Total Return Utilities Fund uses environmental and social screening in addition to fundamental analysis to identify sustainable utilities.

NEWS STORY:
Changing of the Guard: Vanguard Pulls a Switcheroo on SRI Index Providers
Vanguard is swapping the benchmark for its socially responsible investing index fund from the Calvert Social Index to the FTSE4Good US Select Index.

NEWS STORY:
Domini Goes Abroad with New European Fund
The fund allows US social investors to diversify their portfolios into a region with attractive investment opportunities and corporations with strong sustainability commitments.

NEWS STORY:
A Next Generation SRI Strategy: The Henderson Industries of the Future Fund
By extending to its entire portfolio a focus on ten sustainability industries, Henderson has conceived of a novel approach to socially responsible investing.

NEWS STORY:
CalSTRS Follows Calvert Blueprint to Capitalize on Money Manager Diversity
Both CalSTRS and Calvert see efforts to identify emerging money managers as smart business and socially responsible as well.

NEWS STORY:
Winslow Green Growth Fund: On the Rise Again
Following up on its stellar 2003 performance, the environmentally-focused fund is again significantly outperforming its peers and benchmark.

NEWS STORY:
Panning for Gold: Principle Profits Applies Socially Responsible Investing to Microcaps
Massachusetts firm examines financial, social, and environmental performance to identify future winners.

NEWS STORY:
Women's Equity Mutual Fund Supports Businesswomen Through Screening and Now Microfinance
Subadvisor Walden Asset Management provides research on how companies treat women, and Blue Orchard Finance provides a new securitized product supporting microfinance institutions.

NEWS STORY:
The Power of Three: SJF Ventures Sets Precedent in Community Development Venture Capital
SJF and its partners won all three award categories at the annual conference of the Community Development Venture Capital Alliance, which promotes economic, social, and environmental advancement.

NEWS STORY:
Gabelli Asset Management Launches SRI Hedge Fund Focused on Catholic Values
The fund uses short-selling and merger arbitrage strategies, and screens out companies involved in abortion, contraception, stem cells, and pornography, as well as the top 50 defense contractors.

NEWS STORY:
Catching a Rising Knife: Sophia Collier Manages the Citizens Value Fund
Whereas former portfolio manager Shelly Meyers tried to catch falling knives, Ms. Collier shifted to a more conservative strategy that has generated much better returns.

NEWS STORY:
Ethical Funds Hires Manning & Napier to Manage Its North American Equity Fund
Former portfolio manager Alliance Capital Management got the boot due to poor performance and a lack of diverse strategies to navigate market cycles.

NEWS STORY:
Newly-Launched Funds Advance the Maturation of Socially Responsible Investment
Calvert launches two fund of funds comprised of existing Calvert funds across a range of asset classes; Domini releases load-share clone of flagship fund for use by commission-based brokers.

NEWS STORY:
Parnassus Workplace Fund Launches Today, Along With New Small- and Mid-Cap SRI Funds
While many socially responsible investment funds assess workplace criteria, the Parnassus fund is the first to lead with this issue.

NEWS STORY:
New SRI Managed Account Uses Options to Capitalize on Market Ups-and-Downs
The socially responsible investment team at Piper Jaffray screens the new Redwood Account, which applies the covered options strategy of Kelmoore Investment Company.

NEWS STORY:
Wanted: Socially Responsible Real Estate Investments
An academician searches for socially responsible real estate investment trusts, finding few that fit the definition, as well as disagreement over what criteria define SRI REITs.

NEWS STORY:
Not Just for Corporations: Six Microfinance Banks on Three Continents Use GRI Guidelines
Microfinance institutions in Africa, Asia, and South America are issuing sustainability reports using Global Reporting Initiative guidelines, as are other non-corporate entities such as GRI itself.

NEWS STORY:
A Mainstream Investment Strategist Comes Home to Socially Responsible Investment
Adam Seitchik views his move from Deutsche Asset Management, where his team managed $60 billion in assets, to Trillium Asset Management, which manages around $1 billion, as upward mobility.

NEWS STORY:
MMA Praxis International Fund Buoyed by Strong Performance in Global Markets
Growth is concentrated in sectors and companies that are excluded by social and environmental screens.

NEWS STORY:
Pax World Tells Its Shareowners That Market Timers Hit Its High Yield Fund in 2003
In a letter to shareowners, Pax said it believes the market timing differed from the abusive forms associated with the mutual funds scandal and that shareowners did not suffer any material losses.

NEWS STORY:
Calvert First SRI Firm to Issue Global Reporting Initiative-Based Sustainability Report
While many small-to-medium-sized enterprises consider sustainability reporting prohibitive, Calvert finds value in doing what it asks publicly traded companies to do.

NEWS STORY:
European Socially Responsible Investment Firms Let the Sun Shine In
The European Social Investment Forum releases transparency guidelines covering seventeen socially responsible investment practitioners.

NEWS STORY:
Calvert Fills Gap in Small- and Mid-Cap SRI Value Categories With Two New Funds
The two new funds add diversification options to the socially responsible investment (SRI) palate.

NEWS STORY:
Morningstar Grades Mutual Fund Governance, SRI Funds Rate Well
Morningstar Fiduciary Grades find relatively few areas of weak performance for those socially responsible investment mutual funds rated.

NEWS STORY:
Institutional Investors Can Now Hedge Climate Risk With New Investment Strategy
The strategy combines the investment algorithms of State Street Global Advisors with an environmental overlay from Innovest Strategic Value Advisors.

NEWS STORY:
First Alternative Energy Index Spawns Exchange Traded Fund
The WilderHill Clean Energy Index, published by the American Stock Exchange, will serve as the basis for an exchange traded fund from PowerShares Capital Management.

NEWS STORY:
How Do SRI Firms Walk Their Talk When It Comes to Corporate Social Responsibility?
Socially responsible investment firms take particulars such as scale and sector into account in their CSR expectations at the companies they own and in their own operations.

NEWS STORY:
The Value of Transformation: The Catholic Equity Fund
After transforming itself from three actively managed funds into one index fund, the Catholic Equity Fund works to transform corporate practice through shareowner advocacy.

NEWS STORY:
CRAFund Goes Retail
Formerly available only to institutional investors, the Community Reinvestment Act Qualified Investment Fund is now available to individuals through Charles Schwab.

NEWS STORY:
Microcredit Development Fund Helps Transform Household Scraps into Sustainable Entrepreneurship
The Deutsche Bank Microcredit Development Fund seeks to alleviate poverty worldwide by helping microfinance institutions grow to scale and achieve sustainability.

NEWS STORY:
Sarona Supports Microfinance To Help Alleviate Poverty in Developing Regions
The Sarona Global Investment Fund finances starch processing in Paraguay, a foundation supporting small enterprises in Romania, and a savings and loan cooperative in Haiti.

NEWS STORY:
Daiwa Launches Japan's Newest Socially Responsible Investment Fund
The new Daiwa SRI Fund will focus not only social and environmental issues, but also corporate integrity, ethics compliance, and transparency.

NEWS STORY:
Into Africa: The Paradox of Socially Responsible Investing in the Developing Continent
To support sustainability in Africa, social investors can invest directly outside the SRI community, or else they can pursue community investment and shareowner action.

NEWS STORY:
CRA Fund Helps Transform Environmental Liabilities Into Social Assets
The CRA Fund supports environmental remediation of brownfield sites, helping transform them into socially beneficial projects.

NEWS STORY:
Meritas Launches First Canadian SRI Rebalancing Fund of Funds
The Meritas Balanced Portfolio Fund uses Modern Portfolio Theory to build a single fund that balances asset allocations between its five existing funds.

NEWS STORY:
Watchdog Fund Established to Take a Bite Out of Corporate Governance Malfeasance
The new investment vehicle is part mutual fund, part shareowner advocate, and part hedge fund.

NEWS STORY:
Two New Real Assets Funds Attract $25 Million in Their First Two Months
The Real Assets Social Leaders Fund and Social Impact Balanced Fund are off to a flying start, re-invigorating social investing in Canada.

NEWS STORY:
SRI Short Selling: an Oxymoron, or Mutually Reinforcing Strategies?
Socially responsible investing strategies rarely include short selling, though this tactic may in fact eclipse other SRI strategies in its ability to effect change.

NEWS STORY:
Vanguard Fund Generates Strong Returns by Replicating the Calvert Social Index
The Vanguard Calvert Social Index Fund outperformed more than four-fifths of its peers in the overall US mutual fund universe with similar investment styles over the past year.

NEWS STORY:
Ave Maria Funds Promote Catholic Values Through Morally Responsible Investing
Ave Maria Mutual Funds, which screen abortion, pornography, non-marital partner benefits, and Planned Parenthood contributors, represent another side of SRI.

NEWS STORY:
Domini Social Bond Fund Supports Community Development Financial Institutions
The Domini Social Bond Fund allocates almost seven percent of its assets to CDFIs while also performing like a classic intermediate-term bond fund.

NEWS STORY:
The ABCs of SRI Mutual Fund Share Classes
The complexities of different share classes, or fund loads, can confuse investors--brokers and finance writers can either help clarify and further obfuscate.

NEWS STORY:
Survey Finds SRI Fund Managers See Bright Future in Europe
A recent survey of fund managers conducted by UK Social Investment Forum and Thomson Extel reveals high expectations for significant SRI growth in Europe. Those surveyed also ranked top SRI firms and analysts.

NEWS STORY:
The Sun is Rising on SRI in Japan
A major Tokyo public pension fund commits to socially responsible investing, an indication of Japan's growing interest in SRI (part one of a two-part article.)

NEWS STORY:
Catholic Institutional Investors Launch an SRI Fund of Funds Hedge Fund
In order to fill a market niche, five Catholic healthcare organizations joined forces to launch an SRI fund of funds hedge fund that is available to other institutional investors.

NEWS STORY:
TIAA-CREF Adds Positive Screens and Replicates Russell 3000 Performance
TIAA-CREF constitutes its Social Choice Equity Fund based on the KLD Broad Market Social Index to track the returns of its new benchmark, the Russell 3000 Index.

NEWS STORY:
The Switch to Socially Responsible Investing Affords Choice and Confers Power
The continuation of one investor's story of how he chose SRI mutual funds, and his reflections on the power of socially responsible investing (part two of a two-part article).

NEWS STORY:
The Effects of 9/11 and the Iraq War on Islamic SRI Funds
Socially responsible investment funds that reflect Islamic values shed light on the issue of anti-Islam sentiment, which has run rampant after 9/11 and through the Iraq War.

NEWS STORY:
When Lightning Strikes: Portfolio 21 Applies The Natural Step's Sustainability Theories
Portfolio 21 applies environmental screens based on the principles of the Natural Step, which promotes sustainability.

NEWS STORY:
Prince Albert of Monaco Helps Launch a New Sustainability Fund
Instead of investing directly in equities, this new "fund of funds" from Monaco invests in SRI and sustainability funds.

NEWS STORY:
Meritas Launches Four New SRI Funds for Canadian Group Pension Plans
A mainstream group pension plan provider in Canada contracted Meritas Financial to create and manage four new SRI mutual funds for retirement plan investors.

NEWS STORY:
SRI Investors Find Managers Funds Meets Current Income Requirements
The mortgage-backed securities in the Managers Funds Short Duration Government Fund help it achieve solid financial performance.

NEWS STORY:
Sierra Club Launches SRI Mutual Funds
The Sierra Club is harnessing its name recognition and expertise on corporate environmental performance with its launching of an SRI equity mutual fund and an SRI balanced mutual fund.

NEWS STORY:
Presbyterian Funds Honor Their History in SRI by Performing Well in the Present
New Covenant Funds, which trace its SRI roots back well beyond its 1999 inception date, offers several mutual funds that have been performing better than their peers.

NEWS STORY:
Citizens Funds Launches Two New SRI Mutual Funds
Major SRI mutual fund firm marks 20 years in the business by adding two new SRI funds to its family.

NEWS STORY:
SRI Index Fund Uses Overweighting and Underweighting to Fully Replicate S&P 500
Instead of screening companies in or out of the Total Social Impact Fund, this enhanced index fund concentrates its holdings in positive social and environmental performers.

NEWS STORY:
Seven New SRI Mutual Funds Launched by Seminal Canadian Investment Firm
Ethical Funds recently introduced seven new SRI mutual funds in response to investor requests and a poll that shows overwhelming support for shareowner action in Canada.

NEWS STORY:
Hong Kong Investment Firm Launches New Asian SRI Fund
The Kingsway SRI Asia Fund will apply both negative and positive screens to investments throughout the non-Japanese Asian markets.

NEWS STORY:
Utilities: They're Not Just for Widows and Orphans Anymore
Utilities may represent a wise investment in this bear market, especially for socially responsible investors seeking to capitalize on companies that have the best environmental records.

NEWS STORY:
Innovative Community Investment Fund Attracts Institutional Investors
The CRA Qualified Investment Fund, originally established to help banks fulfill a federal mandate for community investment, now appeals to a broader range of institutional investors.

NEWS STORY:
Large Canadian Firm Launches Four SRI Mutual Funds
Phillips, Hager and North will unveil four Community Values Funds, which apply socially responsible investment strategies.

NEWS STORY:
Institutional Investors Are Slow to Apply SRI to Fixed Income
While many institutional investors apply SRI strategies to the equity portion of their portfolios, they are leaving their income investments relatively untouched.

NEWS STORY:
SRI Income Funds Yield Competitive Dividends
Often overlooked, SRI income funds allow social investors to diversify their portfolios.

NEWS STORY:
Conference to Consider the Business Case for SRI
Institutional investors will discuss SRI at the Green Mountain SRI Summit, to be held in Stowe, Vermont in September.

NEWS STORY:
SRI Mutual Funds Will Endure the Crisis in Confidence
Socially responsible mutual funds are different from other mutual funds, and those differences help SRI mutual funds achieve competitive returns over the long term.

NEWS STORY:
South African Community Growth Fund Celebrates Tenth Anniversary
The Community Growth Fund invests in South African companies committed to sustainable development and triple bottom line reporting.

NEWS STORY:
Fund Applies Socially Responsible Investing Principles to South African Markets
Fraters Earth Equity Fund promotes positive corporate governance by engaging with the South African companies in which it invests.

NEWS STORY:
South African Fund Applies Socially Responsible Investing Principles
Fraters Earth Equity Fund promotes positive corporate governance by engaging with the South African companies in which it invests.

NEWS STORY:
Mutual Fund Reports on Environmental and Social Returns
Norway-based Storebrand reports on the environmental and social performance of companies in its international mutual fund.

NEWS STORY:
Second State Offers Socially Responsible College Savings Plan Funds
Pennsylvania offers socially responsible options for its 529 College Savings Plan.

NEWS STORY:
New Canadian Social Fund Focuses on Positive Screening
A Vancouver investment firm recently introduced a social fund that exclusively employs positive screening.

NEWS STORY:
Socially Responsive Fund Looks Worldwide for Corporate Responsibility
Enterprise Global Socially Responsive Fund uses both positive and negative screening in targeting companies both inside and outside the U.S.

NEWS STORY:
Calvert Foundation Launches Donor Advised Fund
With a $5,000 minimum, the Calvert Giving Fund enables many investors to reap the multiple benefits of having a donor advised fund.

NEWS STORY:
New Survey Indicates Potential Growth for Faith-based Investing
The survey, sponsored by MMA Praxis, found that over half of U.S. investors would be inclined to consider religious or other values in making investment decisions.

NEWS STORY:
Seasoned Fund Stays Innovative
The Dreyfus Premier Third Century Fund uses best-of-class screening to assess the environmental performance of companies in certain industrial sectors.

NEWS STORY:
Social Fund Assets in the U.S. May Top a Quarter of a Trillion Dollars in Ten Years
Study marking Pax World Funds' 30th anniversary also pegs current assets of U.S. socially responsible mutual funds at $103 billion.

NEWS STORY:
All-SRI 401(k) Plan Debuts
Seventeen social mutual funds compose a new, diversified plan that can also be customized to client needs.

NEWS STORY:
Innovest Stretches Across the Atlantic and Pacific
Social investment research firm tapped to provide services for a Dutch public pension fund and a T. Rowe Price mutual fund targeted at the Japanese market.

NEWS STORY:
Morgan Stanley Dips Toe into Social Investing
Morgan Stanley introduces the Morgan Stanley KLD Social Index Fund, which will track KLD's Large Cap Social Index.

NEWS STORY:
Citizens Acquires Meyers Pride Value Fund
Meyers Pride assets to become part of the new Citizens Value Fund.

NEWS STORY:
Domini Social Equity Fund Turns Ten
Nation's first screened index fund now can boast a decade of making a difference and making money.

NEWS STORY:
Catholic Values-based Investment Products Rise in Number
Introduction of faith-based screened indexes highlights recent growth in Catholic values-based investing.

NEWS STORY:
Winslow Launches New Green Mutual Fund
The Winslow Green Growth Fund will seek small- and mid-cap companies with superior environmental performance.

NEWS STORY:
Four New Funds Floated
The ARK Funds offers four new funds that will have exclusionary screens aimed at religious institutional investors.

NEWS STORY:
Socially Responsive Fund Beats its Peers in First Quarter
Neuberger Berman's sole social offering does better than most in a down market.

NEWS STORY:
MMA Praxis to Offer New Social Index Fund
First socially responsible value index fund will expand MMA Praxis’ fund family to four.

NEWS STORY:
New Family of Social Funds Launched in Canada
Number of socially responsible investment options expands by five.

NEWS STORY:
Two Africa-focused Funds Merge
Calvert's New Africa Fund and The RISA Fund are merged to create the Calvert South Africa Fund.

NEWS STORY:
Mutual Fund Breaks New Ground in Community Investment
The CRA Qualified Investment Mutual Fund now allows investors to direct their money to specific communities.

NEWS STORY:
Profile: Smith Barney Asset Management's Private Portfolio Group
The investment strategy of their Social Awareness Investment arm integrates fundamental financial assessment with research on socio-cultural trends and issues.

NEWS STORY:
Calvert Family Grows By Two
The nation's largest family of social funds adds a technology fund and a large-cap growth fund.

NEWS STORY:
Calvert Group Gains Bridgeway Fund
Two firms announce plans to merge Bridgeway Social Responsibility Portfolio into new Calvert product.

NEWS STORY:
Calvert Group Focuses on Technology
A leading provider of socially screened mutual funds plans to launch the first technology sector fund in the industry.

NEWS STORY:
Citizens Funds Makes Gains on Board Diversity
Three shareholder resolutions meet with success, highlighting Citizens efforts to create fairer representation in corporate boardrooms.

NEWS STORY:
Pax Goes Public with Proxy Voting Results
The first socially responsible fund becomes the second to publicize the results of their proxy voting activities.

NEWS STORY:
Aquinas Funds Makes Social Investing a Matter of Faith
The leading Catholic family of mutual funds finds common ground with socially responsible investors, and leads the way in shareholder dialogue.

NEWS STORY:
Vanguard Introduces Social Index Fund
In a giant stride into the mainstream, a socially screened mutual fund is offered by one of the largest fund families in the U.S.

NEWS STORY:
Calvert Launches New Social Index
The Calvert Social Index provides a valuable benchmark for social investors using the broad-based screens of a veteran fund family.

NEWS STORY:
Ohio Fund Finds Room for Children to Grow
Ohio Community Development Finance Fund promotes the social benefits of adequate childcare facilities across the state.

NEWS STORY:
Pax World Funds Brings Computer Trash Out of the Closet
A leading socially responsible fund family makes computer recycling a high-profile issue for social investors.

NEWS STORY:
Earth Day 2000 Marks Threshold in Green Investing
On the 30th anniversary of the national ecological celebration, Portfolio 21 is pioneering environmental sustainability as a pocketbook issue.

NEWS STORY:
Winslow Management Has a Green Thumb for Investments
An interview with Winslow president Jack Robinson reveals how his unique blend of financial and gardening background has resulted in a successful investment style.

NEWS STORY:
Friends Ivory & Sime Spans the Atlantic with Two New Funds
The London-based firm announces a fund invested in the U.S. and one in Europe, both for the U.S. market.

NEWS STORY:
Social Index Funds Show the Way
Almost nine years from its launch, Domini Social Equity Fund still leads the pack in terms of performance and raising investor awareness.

NEWS STORY:
Business Ethics Announces Six Social Investment Award Winners
Mutual funds and community investment firms gain high honors for both performance and social activism.

NEWS STORY:
New Alternatives Fund Invests in a Greener Future
The first environmental mutual fund remains optimistic about the future economic opportunities of alternative energy.

NEWS STORY:
New Fund Smoothes the Fur of Animal Lovers
Salomon Brothers collaborates with the Humane Society to launch a mutual fund with an animal-friendly bent.

NEWS STORY:
Meyers Pride Value Fund Is Bullish on Open Workplaces
Fund managers assert that companies with progressive policies toward gays and lesbians will be leaders in the 21st century.

NEWS STORY:
New Mutual Fund Finds Promise in South Africa
Reinvest In South Africa brings social investing back to its roots in the aftermath of Apartheid.

NEWS STORY:
New Citizens Fund Says Small Is Beautiful
One of the premier socially responsible mutual fund families welcomes a new Small Cap Index Fund into the world.

NEWS STORY:
The Five Biggest Social Investing Stories of 1999
In the growing field of socially responsible investing, here's five news items that topped the charts and made 1999 a year to remember.

NEWS STORY:
IPS Millennium Fund Looks Toward the High Technology Future
An interview with Portfolio Manager Robert Loest reveals a mutual fund with personality and futuristic market savvy.

NEWS STORY:
Calvert Brings Vanguard into Socially Responsible Arena
A new socially screened index will be the benchmark for the Vanguard Calvert Social Index Fund, not to mention 14 million potential new clients.

NEWS STORY:
Labrador Mutual Fund Bounds Into Second Year
Which socially responsible growth and income mutual fund has big brown eyes and fetches high returns?

NEWS STORY:
TIAA-CREF Stands Firmly Against Positive Screening
Despite a three-year campaign by the same participants that brought about the Social Choice Account, TIAA-CREF asserts, "it ain't broken, so why fix it."

NEWS STORY: SHAREOWNER ACTION | SUSTAINABLE INVESTMENT

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