More Than Money
Issue #25

Working with Financial Professionals

Table of Contents

“Questions for socially responsible investment managers:”

  • How long have you been a social investment advisor?
  • 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 investing issues?
  • 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 stockholder activism?

--Adapted from Co-op America's Financial Planning Handbook: What to Ask a Financial Advisor

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