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Welcome to SRI World Group's socially responsible investment center for financial advisers, money managers, and financial planners. We provide objective news, tools, and information products you need to help you better serve your clients.
SRI Financial Professionals Directory
Do you provide financial services to social investors?

Would you like your name in front of 10,000 new social investors each month?

If you answered yes to both of these questions, then become a member of SRI Financial Professionals Directory today! There are two membership options: one is free and the other we charge a small annual fee.

Join the SRI Financial Professionals Directory today!

Publications & Reports

Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors

Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors is the definitive reference source for financial advisers who work with institutional investors interested in incorporating corporate governance, social, environmental and economic factors into their investment decisions. [ More details ]

KLDPASS

IWF Advisor

SRI Financial Services Guide

SRI Financial Services Guide

 

Order our guide titled Working With Social Investment Professionals to learn more about the different types of investment professionals and how you can benefit from their services.
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SRI Performance and Trends
A New Resource!
Articles that help you prepare for meetings with your clients

Indexes
Closing values for 09/30
 
Value
Change
424.94
21.85
105.87
5.28


Financial Adviser Tools

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  • Today's Social Investment News More News
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  • Institutional Investors Pledge to Disclose Carbon Footprint of Portfolios (10/01)
    Signatories to the Montreal Pledge, launched at last week's UN Climate Summit, will measure and disclose the carbon footprint of their investment portfolios on an annual basis.

  • Maybe Some Good Things Came out of Climate Summit (09/30)
    Business commitments on deforestation and renewable energy are not enough to overcome government inaction and the resolve of the fossil fuel industry to burn all its assets and explore for more.

    More News
  • Voluntary Corporate Disclosure of Political Spending Improves
  • White House Announces Anticorruption Agenda for Business
  • Three CDFIs receive NEXT Awards for Opportunity Finance

  • Commentary
  • Green Hedge Funds? by ZoŽ Van Schyndel
  • To Harvard with Love by Robert A.G. Monks
  • Socially Responsible Exchange Traded Mutual Funds by ZoŽ Van Schyndel, CFA, StarFish Financial Consulting Services
  • The Next Frontier for Corporate Governance by Alexander Barkawi, SAM Indexes
  • What is Fidelity Hiding? by Mike Garland, AFL-CIO
  • Framework for Social Reporting by Allen White, Acting Chief Executive, Global Reporting Initiative
  • Companies Need to Get a Social Life: The Argument for Voluntary Disclosure of Corporate Responsibility by Peter Montagnon, Head of Investment, Association of British Insurers
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