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Who We Are

The Socially Responsible Investing (SRI) Education Circle is a new member circle at WDN, focused on educating WDN members to use their investment portfolios to enhance their ability to achieve their asperations for Social Change. One of our primary goals is to teach the membership how to leverage their power as shareholders, trustees, and directors and to have a meaningful voice in the coporate boardroom.
 

What We Do

We work to bring information to the group that empowers them to use their assets to achieve their personal goals and encouraging the membership to expand their investment universe to include investments that may or may not have been part of their existing strategy. Our goals as a circle include the following:

  • Conference calls on the topic of Socially Responsible Investing
  • Annual mini-conference focusing on SRI
  • Suppling the membership with resources to help them formulate a personal stragegy

Online Resources 

Social Investment Forum (www.socialinvest.org) is the industry trade association and offers comprehensive information, contacts, and other resources.

Social Funds (www.socialfunds.com) is the leading website for information on SRI mutual funds.

Social(k) (www.socialk.com) has partnered with ExpertPlan to provide a retirement platform for 401(k) and profit sharing plans.  Their goal is to offer a broad selection of SRI mutual funds for companies to choose.

Studies of Socially Responsible Investing (www.sristudies.org) includes an annotated bibliography and highlights of key studies on SRI and financial performance.

The Community Investment Center (www.communityinvest.org) is a project of the Social Investment Forum and Coop America, to provide investors with information and resources to include community investments in their portfolio. This website provides links to community investment and microfinance institutions in the US and abroad.

 

Online/Print Journals

Investing with Your Values by Cliff Feigenbaum, Hal Brill, Jack Brill

Socially Responsible Investing: Making a Difference and Making Money by Amy Domini

Green Investing: A Guide to Making Money through Environment Friendly Stocks by Jack Uldrich

Co-op America - Investing in Communities

Co-op America - Guide to Socially Responsible Investing 

 

Organizations

Investor Environmental Health Network www.iehn.org

As You Sow www.asyousow.org/

Responsible Endowments www.endowmentethics.org
 
 
The Socially Responsible Investing Education Circle reflects WDN’s key theme of Social and Economic Justice: Ensuring that all people to have the right to basic necessities and economic well being through the equitable distribution of wealth and power. This is one of our seven key areas of work and study.

  


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