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9780865714229

Investing with Your Values : Making Money and Making a Difference

by ; ;
  • ISBN13:

    9780865714229

  • ISBN10:

    0865714223

  • Edition: Reprint
  • Format: Paperback
  • Copyright: 2000-10-01
  • Publisher: Consortium Book Sales & Dist
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List Price: $18.95

Summary

Investing with values . . . . is a trillion dollar, growing industry. Investing with Your Values offers a rare combination: the pragmatic tools of disciplined investing with a thoughtful methodology for melding difficult financial decisions with fundamental and cherished personal values.-Joan Shapiro, Former Executive Vice President, South Shore Bank The fact is that you can make money and make a difference at the same time! Now in paperback, this step-by-step guide answers all the financial basics and makes it easy to link your money with your values in a high-performance portfolio. Includes: o The philosophy and fascinating history that built SRI (socially responsible investing) o An explanation of the visionary new framework of "Natural Investing" o How to outperform the market and be a force for social change o Shareholder activism and community investing o Detailed information on socially responsible stocks, mutual funds, and bonds o Stories, lists of funds and companies, worksheets, and scores of resources The authors are dedicated financial activists who have had a long involvement with SRI. Hal Brill and Jack Brill have been values-based investment consultants for ten years. Cliff Feigenbaum is the editor of GreenMoney Journal. Hal Brill lives is Paonia Colorado; Jack Brill lives in San Diego, California; and Cliff Feigenbaum lives in Spokane Washington. All three authors have been interviewed extensively on radio, TV, and print. Bloomberg's 1999 hardcover edition of Investing with Your Values received outstanding coverage in all media including NPR's "Marketplace", CNBC News, Utne Reader, Money Magazine, and The Wall Street Journal. Marketing for Investing with Your Values: National advertising campaign National radio interviews National direct mail campaign Co-op money available Also available in the Conscientious Commerce series: The Natural Step for Business PB $16.95, 0-86571-384-7 USA Cannibals with Forks PB $21.95, 0-86571-392-8 USA In Earth's Company PB $16.95, 0-86571-38

Author Biography

Hal Brill (right) and Jack Brill (left) are financial consultants who have specialized exclusively in values-based investing for over ten years. They are members of the Social Investment Forum and confounders of Natural Investment Services, serving investors and providing social research on mutual funds. Jack is coauthor of Investing from the Heart. Cliff Feigenbaum (center) is editor of GreenMoney Journal, a quarterly newsletter and Web site that has emerged as the leading source of in-depth information on socially responsible investing. He is a member of the Social Investment Forum and Business for Social Responsibility. Amy Domini, CFA, is one of the foremost voices in socially responsible investing. She is the coauthor of Investing for Good and president of the Domini Social Equity Fund.

Table of Contents

Foreword xiv
Preface to the Revised Edition xix
Acknowledgments xxiii
Introduction Building a Bridge Between Money and Values 1(18)
Section One Values in the World of Finance
Natural Investing's Coming of Age
19(14)
Money Goes Global
21(1)
Corporations on the Rise
22(3)
The Gradual Awakening of Natural Investing
25(5)
Natural Investing's Second Trillion
30(3)
The Millennial Convergence: Four Roads to Natural Investing
33(10)
Flocking to Stocks
34(2)
Changing Values: The Sudden Rise of Cultural Creatives
36(1)
Globalization: Citizens Demand a Seat at the Table
37(3)
Eco-cide: A Planet Approaching Its Moment of Truth Brings Environmental Issues to the Forefront
40(1)
And the Beat Goes On
41(2)
Natural Performance: Money and Soul
43(20)
Beating the Market
44(2)
More Natural Stock Indexes
46(2)
Screened Mutual Funds Get Serious about Performance
48(2)
The Frontiers of Research: Finding the Link Between Profits and Corporate Behavior
50(2)
Is Natural Investing Good for the Soul?
52(5)
Performance: How Much Is Enough?
57(1)
Now It's Your Turn
57(1)
Worksheet #1
58(5)
Section Two The Four Spokes of the Natural Investing Wheel
Natural Investing Strategies
63(8)
Natural Strategies: The Four Spokes of the Wheel
64(1)
Evaluation = Making Choices
65(1)
Engagement = Direct Participation
65(1)
Choosing Your Natural Strategies
66(2)
To Screen or Not to Screen?
68(2)
On the Road
70(1)
Avoidance Screening: A Tour of the Issues
71(24)
Screening for Quality: A Traditional Approach with a Twist of Social Conscience
89(1)
Quality Issues
89(3)
Shades of Gray: Life on the Road of Evaluation
92(1)
Getting in Touch with Your Values
93(2)
Affirmative Screening: Prospecting for a Sustainable Future
95(18)
Sustainability: The Natural Investor's Mother Lode
96(1)
Warm Prospects for Renewable Energy and Conservation
97(5)
Clean Transportation
102(1)
Tree Savers
103(2)
Natural Food and Healthy Living Products
105(1)
Recycling
106(1)
Environmental Cleanup
106(1)
Green Real Estate
107(1)
The Next Industrial Revolution
108(3)
Small Is Beautiful, Powerful,...and a Little Scary!
111(1)
Following the Leaders
112(1)
Community Investing
113(20)
The Financial Advantages
116(1)
Community Development Banks and Credit Unions
117(4)
Community Development Loan Funds
121(3)
International Microcredit Banking
124(5)
How Do I Invest?
129(2)
Spreading Optimism
131(2)
Shareholder Activism: Politics by Other Means
133(24)
An Owner's Responsibility
136(1)
Shareholder Resolutions
136(4)
Divestment
140(2)
Citizen Strategies
142(1)
Reclaiming the Corporate Charter
143(1)
Corporate Codes of Conduct
144(3)
The Transformation of Business
147(2)
Worksheets #2 - #5
149(8)
Section Three The Natural Portfolio Guidebook
Nuts and Bolts
157(16)
Definitions: Kinds of Stocks and Bonds
158(5)
Investment Planning: Four Easy Steps
163(4)
The Beach Lover's Guide to Asset Allocation
167(3)
Worksheet #6
170(3)
Socially Screened Mutual Funds
173(46)
How Safe Are Mutual Funds?
176(1)
Tax Efficiency
176(1)
Mutual Funds on a Shoestring
177(1)
Mutual Fund Reports
177(1)
Natural Investing Mutual Fund Listings: Finding Funds That Match Your Values
178(2)
Mutual Fund Screen Matrix
180(12)
Screened Mutual Fund Profiles
192(27)
Special-Interest Funds
219(16)
Bond Funds
219(2)
Special-Emphasis Funds
221(4)
Sector Funds
225(6)
Putting It All Together
231(1)
Worksheet #7
232(3)
Stocks, Bonds, and Beyond: The Natural Investing Universe
235(22)
Checking Accounts, Savings Accounts, and Certificates of Deposit
236(1)
Stocks
236(5)
Limited Partnerships
241(2)
Annuities
243(3)
Real Estate Investment Trusts
246(1)
Unit Investment Trusts
247(1)
Closed-End Funds
248(1)
Venture Capital
249(8)
Section Four The Sustainability Revolution: Designing a Greenprint for the Future
Curing Affluenza: Investing in Ourselves
257(20)
It Starts with Each of Us
258(1)
Voluntary Abundance: From Consumer to Creator
258(5)
Natural Shopping: Consuming with a Conscience
263(1)
Spirit at Work
264(4)
Sharing the Wealth
268(1)
Coming Home to Community
269(6)
One Step at a Time
275(2)
The Healing of Wall Street
277(12)
The Topsy-Turvy World of Indicators
278(3)
The Natural Tax Shift
281(1)
Corporations on the Dole
282(2)
More Keys to Wall Street
284(2)
The Evolution of Change
286(3)
The Natural Worldview: Money and Values in the Evolutionary Dance
289(62)
Roots of the Mechanical Worldview
291(1)
The Incredible Disappearing Invisible Hand
292(2)
The Natural Worldview
294(3)
The Natural Economy
297(1)
Natural Is Practical
298(2)
The Evolutionary Dance
300(4)
Appendixes
A. Resources
304(5)
Key Organizations and Publications
304(2)
Other Natural Investing Web Sites
306(1)
Books on Natural Investing and Related Topics
306(3)
B. Listings of Socially Screened Companies
309(14)
Companies Appearing in the Citizens Index and Domini Social Index as of December 31, 1999
309(6)
Good Money Industrial Average Companies
315(1)
Natural Business Indexes
316(1)
The Sustainable Economy Index
317(1)
Clean Utilities
318(1)
Best Companies Lists
319(3)
Sustainability Sector Companies
322(1)
C. Avoidance Screening Lists
323(7)
Some Publicly Traded Alcoholic Beverage Companies
323(1)
Environmental Pollution: Companies Operating Facilities Releasing Highest Amounts of Toxic Chemicals into the Environment
323(1)
Some Publicly Traded Companies in Gambling and Related Industries
324(1)
U.S. Public Utilities Operating Nuclear Power Plants
325(1)
Repressive Regimes: Some Companies Invested in Burma
326(1)
Tobacco Companies
326(1)
The 100 Largest Military Contractors
327(1)
Some Publicly Traded Firearms and Ammunition Companies
328(1)
National Foreign Trade Council
328(2)
D. Community Investing Resources
330(6)
Bank and Credit Union Associations
330(1)
Some Community Banks and Credit Unions
330(1)
Loan Fund and Community Development Resources
331(1)
National Community Capital Association Members
332(1)
Other Community Development Loan Funds and Nonprofits
333(1)
International Community Development Financial Institutions
334(1)
Other Community Investing Web Sites
335(1)
E. Chapter-by-Chapter Resources
336(15)
General Screening and Shareholder Activism Resources
336(5)
Avoidance Screening Resources
341(1)
Affirmative Screening Resources
341(2)
Investment Primers
343(1)
Some Federal and State Tax-Free Mutual Funds
344(1)
Resources for Curing Affluenza
345(3)
``Healing of Wall Street'' Resources
348(1)
Natural Worldview Resources
349(2)
Notes 351(9)
Index 360(16)
About the Authors 376

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