socially responsible investments on the rise !
TRANSCRIPT
SOCIALLY RESPONSIBLE
INVESTMENTS ON THE RISE !SRI Providers should Position themselves
to meet the Increased Demand and Gain
Market Share.
By: SriMutualFunds.com
SRI Investments growing significantly.
Investors worldwide are showing increasing interest in
Socially Responsible Investing as more persons seek to
invest for more than just a monetary return on their
investment.
Such investors are choosing investments that are
consistent with both their financial goals and personal and
ethical values.
SRI Growth in The United States.
Over recent years SRI Investing has shown significant
growth across the United States. Socially Responsible
Investment has grown by approximately 22% to roughly
3.75 trillion in total managed assets.$1 out of every $9
that is managed professionally in the US is currently SRI
Investment.
(SRI) Socially Responsible Investment
Growth in Canada.
$1 out of every $5 (20%) of Canadian assets under
management are currently invested in SRI Funds. That’s
about $600 Billion of Canadian capital. Even more
encouraging is the fact that some of the top performing
Canadian funds over the past few years were SRI Funds.
What is Socially Responsible Investment?
SRI Investments are for those who want their investments
to have a positive impact in their communities /country.
SRI is for those who consider the environment when
investing and who want to invest in companies that
support their values and social beliefs.
Some persons just don’t like investing in companies that
may be harming the causes that they are passionate
about. SRI Mutual Funds are therefore for ethical
investors.
Socially Responsible Investment explained.
The “Ethical” approach is to invest in stocks, bonds or
funds from companies that promote certain activities that
are seen as ethical or socially responsible and avoid those
that participate in actions deemed offensive or socially
irresponsible.
Some SRI Mutual Fund managers will not invest in
companies that promote alcohol, smoking or pornographic
material. To determine which companies to invest in there
is often a screening process.
Screening Process for SRI Mutual Funds.
There are basically three screening methods. These are 1.
Positive Screening, 2. Negative Screening and 3. Restricted
Screening.
Positive screening involves the SRI fund manager deciding
to invest only in companies that promote clean, healthy or
green lifestyles. They may seek out companies that are
energy efficient, or companies that are focused on
reducing pollution, or companies that implement solar
power.
Screening Process for SRI Mutual Funds.
Negative screening involves SRI fund managers excluding
companies that are involved in any sector that may be viewed
as harmful or damaging to the environment such as tobacco,
alcohol, pornographic material etc.
SriMutualFunds.com
Screening Process for SRI Investments.
Restricted Screening allows a Social Fund manager toinvest in a company even if a small portion of thatcompany’s activities is involved in less than ethicaloperations. Here the unethical operations may be so smallrelative to the overall positives and Social Responsibilitythat fund managers may decide to proceed with thatcompany.
SriMutualFunds.com
How SRI Providers can capitalise on the
Increased Demand for Sri Funds.
With the tremendous growth in the demand for SRI Mutual
Funds many Investment companies are now having to
make these Social Funds available to their clients. This
also means increased competition for these companies as
more and more Socially Responsible options become
available.
SriMutualFunds.com
SRI providers have to be more strategic
to gain Competitive Advantage.
With the increased demand and competition in the SRI
Industry, companies are having to find creative ways to
brand themselves, to stand out from the competition, to
gain market share and to improve online visibility.
One great strategy is to use a generic, descriptive domain
that helps you to be immediately noticed online as a
company that offers SRI Mutual Funds.
SriMutualFunds.com
The Domain name SriMutualFunds.com
could help you stand out !
The Domain SriMutualFunds.com could provide your
company with Instant Trust and Credibility in the eyes of
prospective clients and investors and can help your
company stamp it’s authority as a market leader.
SriMutualFunds.com
Many SRI Mutual Funds but ONLY ONE
SriMutualFunds.com !
There are Tens Of Thousands of SRI Mutual Fund
providers but ONLY ONE SriMutualFunds.com. This is agreat way to stand out from your competitors !
SriMutualFunds.com
SriMutualFunds.com lets people know
Instantly what your company is about.
SriMutualFunds.com provides the unique opportunity to
operate on a URL that instantly lets your potential
clients know exactly what your company is about. Your
prospective clients will be able to find you easier online
and they are more likely to remember your website
address when it’s descriptive and generic.
SriMutualFunds.com
Be Like Calvert!, a SRI Industry Giant.
SMART COMPANIES know the value of using generic anddescriptive domains to redirect leads to their main website.
CALVERT which is a major player in the SRI Industry ownsSriFunds.com which it uses to redirect prospects to it’s mainwebsite.
It makes sense to own the name of the service you provide.If you provide SRI Mutual Funds then you should ownSriMutualFunds.com.
Your Domain Name is your Prime Virtual
Location!
Your domain is your virtual real estate. With any real
estate we know its all about location , location and
location. SriMutualFunds.com is as prime a location as it
gets if you offer Socially Responsible Mutual funds.
SriMutualFunds.com
SriMutualFunds.com is now available !
The domain name SriMutualFunds.com is now being madeavailable for Lease or Purchase.
BE LIKE CALVERT, one of the industry giants who usesSriFunds.com to capture leads and redirect to it’s site.
Please contact us at [email protected] or 403 4013427 / 403 681 4351 if interested in this great businessopportunity.
SriMutualFunds.com
A few Top ranked SRI Mutual Funds
Calvert International Group www.calvert.com www.srifunds.com
Ariel Funds www.arielinvestments.com
Parnassus Endeavor Fund www.parnassus.com
Pax World Funds www.paxworld.com
Nueberger Berman Socially Responsible www.nb.com
Vanguard FTSE Social Index www.vanguard.com
MMA Praxis Funds www.mmapraxis.com
Walden Social Equity Funds www.waldenassetmgmt.com
Domini Social Investments www.domini.com
CRA Qualified Investment Fund(Community Capital Management) www.ccmfixedincome.com
SriMutualFunds.com