Investment Insights, Inc.

CONNECT

Address:

508 N. 2nd St., Suite 203
Fairfield, IA 52556

Phone:

888-893-9660 or 641-469-4000

Fax/Other:

641-472-9898

What is Socially Responsible Investing

What Is Socially Responsible Investing
(SRI)

"The environment is too important to be a charity"
-David Saltman, CMO, Kafus Industries


In most SRI models, companies are screened first for financial performance.  Then the companies that do not meet a set of social criteria are screened out.  SRI is not searching for entities that are doing good and giving them money.  That is charity.
Typical Investor Concerns that might cause a company to be screened out are:

- Environmental issues
- Use of child labor or sweatshops
- Bad employee relations including discriminatory practices
- Harmful (or dangerous, shoddily manufactured) products such as tobacco
- Reprehensible business practices

What are your concerns?

Our role at Investment insights is to help you identify your social and ethical concerns as well as your financial goals, risk profile, etc., and then to find the investments that best match your social and investment goals.


WHAT GOOD DOES SRI DO?

SRI investment capital has topped $2 trillion, and its share of the market is growing.  Companies pay attention to numbers like this.

Shareholder activism has another powerful impact.  The SRI community works together to co-ordinate activities such as Shareholder Resolutions that force companies to bring up SRI targeted policies at Annual Meetings.

Examples of shareholder victories include DuPont agreeing to stop strip-mining in the Okefenokee, Disney agreeing to require human rights standards to stop the use of forced child and sweatshop labor by its suppliers of licensed logo clothing, and Ford withdrawing from the Global Climate Coalition (the industry organization which promotes the idea that global warming is bad science).


WHY NOT INVEST SOCIALLY

If there were no measurable loss in performance, why would anyone refuse to reward, through their investments, companies with better records on environment, child labor, sweatshops or other similar issues?  Even if a company seemed to be outperforming while harming the environment, health, or its own employees, would you want to invest in it?  When tobacco stocks were outperforming, was it true financial out performance, or just bad accounting?  The true cost of tobacco was simply being subsidized by the rest of society.  SRI identifies other investment sectors that may be temporarily performing at the cost of health or the environment, and screens them out.

 

OUR SERVICES

We offer a full range of SRI products for every portfolio size, including:

-  SRI Mutual Funds, including  SRI International funds *
- SRI Corporate pension, 401k, and other employee benefit programs
- SRI Actively Managed Stock Portfolios
- SRI short-term cash mangement instruments such as money markets
- Community Investment Programs
- INCOME PORTFOLIO for those needing income from their investments

We look forward to finding the best match for your financial and ethical goals.

NOTHING HEREIN SHOULD BE CONSTRUED AS AN OFFER OR SOLICITATION OF AN OFFER TO BUY OR SELL ANY SECURITY.  PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

* The offer and sale of mutual fund shares may only be made by fund prospectus. You must consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing.  The prospectus contains this and other information about the investment company and should be read carefully before investing (and sending money). Please call IPAM at 800 509-9096 for a prospectus containing complete information, including fees and expenses.

INVESTMENT INSIGHTS, Inc.
508 N. 2nd St., Suite 203
Fairfield, IA  52556
888-893-9660      641-469-4000

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck