Social%20Investment%20Forum%202007%20copy

Social%20Investment%20Forum%202007%20copy - Executive...

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Unformatted text preview: Executive Summary 2007 REPORT ON SOCIALLY RESPONSIBLE INVESTING TRENDS IN THE UNITED STATES SOCIAL INVESTMENT FORUM This Report was made possible through the generous support of the following organizations that specialize in socially responsible investing. Please contact them directly for information on their socially responsible investment services. Benefactor TIAA-CREF Amy O’Brien, D IRECTOR , G LOBAL S OCIAL C OMMUNITY & I NVESTING 212-490-9000, x5178 [email protected] www.tiaa-cref.org Leader Calvert Group, Ltd. Elizabeth LeVaca, D IRECTOR OF C ORPORATE C OMMUNICATIONS 301-657-7047 [email protected] www.calvert.com ClearBridge Advisors, a Legg Mason Company Mary Jane McQuillen, D IRECTOR , S OCIALLY A WARE I NVESTMENT 212-805-2063 [email protected] www.ClearBridgeAdvisors.com Co-op America Alisa Gravitz, E XECUTIVE D IRECTOR 202-872-5311 [email protected] www.coopamerica.org Self-Help Credit Union Deborah Momsen-Hudson, VP & D IRECTOR OF S ECONDARY M ARKET 919-956-4400 [email protected] www.self-help.org General Sponsor Access Capital Strategies LLC David F. Sand, P RESIDENT 617-236-7274 x221 [email protected] www.AccessCapitalFunds.com Bridgeway Capital Management, Inc. Audrey Fersten, P ARTNER 832-204-8171 [email protected] www.bridgeway.com Christian Brothers Investment Services, Inc. Howard Hawkins, V ICE P RESIDENT , B USINESS D EVELOPMENT AND M ARKETING 1-800-592-8890, x1915 [email protected] www.cbisonline.com Citizens Advisers, Inc. Joanne Dowdell, V ICE P RESIDENT C ORPORATE R ESPONSIBILITY 603-436-1513 [email protected] www.citizensfunds.com Domini Social Investments LLC Amy Domini, F OUNDER AND C HIEF E XECUTIVE O FFICER 212-217-1100 [email protected] www.domini.com First Affirmative Financial Network Steve Schueth, P RESIDENT 877-540-4933, x101 [email protected] www.FirstAffirmative.com KLD Research & Analytics, Inc. Darragh Gallant, D IRECTOR , M ARKETING & C LIENT S ERVICES 617-426-5270, x228 [email protected] www.kld.com/ blog.kld.com Neuberger Berman, LLC Ingrid Dyott, M ANAGING D IRECTOR 212-476-5908 [email protected] www.nb.com RiskMetrics Group Mark Tulay 301-556-0226 [email protected] riskmetrics.com The Spectra Funds Christina Halpern, AVP 1-800-711-6141 www.spectrafund.com Trillium Asset Management Corporation Cheryl Smith, E XECUTIVE V ICE P RESIDENT 617-423-6655 [email protected] www.trilliuminvest.com United Methodist Church General Board of Pension and Health Benefits Vidette Bullock Mixon, D IRECTOR , C ORPORATE R ELATIONS 847-866-5293 www.gbophb.org SPONSORS i SOCIAL INVESTMENT FORUM EXECUTIVE SUMMARY 2007 Report on Socially Responsible Investing Trends in the United States OVERVIEW Socially responsible investing (SRI) is thriving in the United States, growing at a faster pace than the broader universe of all investment assets under professional management. Roughly 11 percent of assets under...
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This note was uploaded on 02/04/2011 for the course BUAD 1 taught by Professor Na during the Spring '09 term at USC.

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Social%20Investment%20Forum%202007%20copy - Executive...

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