What We Do
Socially Responsible Investing
Who We Are
The Socially Responsible Investing (SRI) Education Circle is 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
- Supplying the membership with resources to help them formulate a personal stragegy
Our work has been particularly important in the current economic climate. Recent activities have included conference calls on topics such as:
- Assessing Opportunities and Risk in the New Financial Environment
- A Spectrum of Risk and Return -- What's the Right Fit for You in Today's Climate?
- Leveraging Memberships’ Stories, Struggles, and Experiences to Help us in our Transitions to a Values-based (SRI) Approach
Online Resources
- Social Investment Forum is the industry trade association and offers comprehensive information, contacts, and other resources.
- Social Funds is the leading website for information on SRI mutual funds.
- Social(k) 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 includes an annotated bibliography and highlights of key studies on SRI and financial performance.
- The Community Investment Center 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