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Important Voting Dates:
 
BP Amoco: April 19, 2001
Coca Cola: April 18, 2001
ExxonMobil: May 30, 2001
 
 
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Socially Responsible Investing (SRI):

Socially Responsible Investing is the process of the process of aligning your investments with your values and beliefs. Socially responsible investing allows you to pursue a better world with your investments by favoring companies who have been screened for their commitment to environmental and social responsibility and to avoid the worst polluters, weapons makers, and union busters.

Socially responsible investing is no longer a niche in the financial markets; it has gone mainstream. More than $2 trillion, or $1 out of every $8 under management is invested subject to some social criteria, according to the Social Investment Forum.

Furthermore, a growing body of evidence demonstrates there is no penalty on return with socially screened investing.

Socially responsible investing consists of three main elements:

  • Social Screening: Applying social screens to the selection of publicly traded companies;
  • Shareholder Activism: Utilizing shareholder dialogue and the filing of shareholder resolutions to encourage companies to become better corporate citizens, and;
  • Community Investing: Placing some savings in community banks and other financial institutions to support affordable housing, job creation, and loans to small businesses.
 
For more information on Socially Responsible Investing, contact the Social Investment Forum, the trade association of SRI financial professionals.
 
 
 
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