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An Investor's Guide to Ethical & Socially Responsible Investment Funds
Synopsis
Ethical investment has made great strides in recent years, but many professional investors and most IFAs (from whom the majority of the public still get their investment advice) remain unsure about this fast growing sector. This book helps professionals to:
Understand the ethical dimension in investment and, in particular, the economic and investment value considerations that underpin investments with an ethical and socially responsible focus
Include consideration of the ethical dimension in their 'know your client' process
Analyse and summarise their client's ethical concerns and priorities and how these translate to investment considerations
Select ethical and socially responsible funds whose profiles best match their clients' concerns and priorities
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What Reviewers Are Saying
"[the author] has done a valuable service in gathering dispersed information on sri into one place." ethical performance "this book is for investors, analysts and independent financial advisors and provides unique comparative analysis of fund management houses' investment policies. professionals involved in financial planning and investment might find this book to be among the most comprehensive guides on the subject." asian voice "clear, comprehensive book...this sound, useful volume will help educate investors regarding the growing significance of the sri movement." www.getabstract.com "as well as explaining the key attributes of the different ethical and socially responsible models, this book is packed with useful material that could be used to form a new client proposition." financial adviser, careers extra "presents detailed information on the performance of the ethical sectors for investors, analysts and independent financial advisers and ...unique comparative analysis of fund management houses' investment policies." abstracts of public administration, development and the environment