Socially Responsible Investing

Socially Responsible Investing

Adding socially responsible investments to your portfolio

In truth, choosing a socially responsible investing (SRI) vehicle is not much different than considering any other mutual funds. SRI funds are now available in virtually every investment category (e.g. fixed income, equity, foreign, balanced) and in a number of management styles. A customized portfolio should be built based on your investment profile and time horizon. You could consider SRI component as an added benefit on top of those personal objectives. A win for you and a win for the environment.

We are pleased to report that your ScotiaMcLeod account offers you many SRI mutual funds from which to choose, including many recognizable names, like the original Ethical Funds. See the performance numbers....

Here are some relevant links and articles about this topic (no implied endorsement, see disclaimers):

More on socially responsible investing and evaluating companies/investments

• "Socially responsible investing", Allan McGlade, Managed Money Reporter, December 2008
• The Canadian Association for Socially Responsible Investment
• Ethicsinaction.com
• Corporate Watch
• "Matching your funds with your feelings", Gordon Powers, www.morningstar.ca, November 9, 2001
• Corporate Knights - Magazine for clean capitalism (includes the 2011 Best 50 Corporate Citizens in Canada)

More from the fund companies

• Acuity Funds website
• Ethical Funds (NEI Investments) website
• "A better future", Ethical Mutual Funds Newsletter, Fall 2008
• IA Clarington Inhance website
• Meritas website