Socially Responsible Investing
Social Investing
Also referred to as ethical investing and socially responsible investing, this is the practice of aligning a foundation's investment policies with its mission. This may include making program-related investments and refraining from investing in corporations with products or policies inconsistent with the foundation's values.
Source: http://www.pfc.ca/cms_en/page1112.cfm
Socially Responsible Investing
Socially responsible investing is the broad term used to describe investments that reflect investors' moral and ethical beliefs. SRI instruments are typically publicly traded funds that return to investors market-rate, risk-adjusted financial returns and are exemplified by socially responsible mutual funds such as Calvert, Domini, Pax World Fund, among others. Socially responsible investing usually incorporates screening of investment companies and shareholder activism through proxy voting. SRI investment strategies in the US represent more than US$ 2 trillion or approximately one in eight dollars invested. The Social Investment Forum in the US recommends that all SRI Investors also engage in community investment – (see Community Investment).
Source: World Economic Forum: 2008 Blended Value Investing: Capital Opportunities for Social and Environmental Impact.

















