Table of Contents
“Questions for socially responsible investment managers:”
How long have you been a social investment
What percentage of the assets you manage are socially screened?
How do you describe your own values? What
attracts you to social investing?
How do you research social investments? What
research sources do you use?
How does your firm support socially responsible
investments and philosophy?
How do you keep abreast of current social
How do you determine if an investment fits
my social criteria?
How might my investment return be affected
by investing in socially responsible alternatives?
Does your firm do community investments or
Co-op America's Financial Planning Handbook: What
to Ask a Financial Advisor
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