Course 304:
SRI Funds
In this course
1 Introduction
2 What Issues Are Most Important to Me?
3 How Does a Fund Screen Its Investments?
4 Is This Fund Involved in Shareholder Activism and Community Investment?
5 Is This a Good Investment?
6 How Do These Funds Work in My Portfolio?

No politics. No religion. We're taught to avoid delicate subjects at the dining room table.

There's no longer any need to avoid these issues when it comes to investing, though. Now, investors can adhere to their values using socially responsible funds. Very broadly, socially responsible investing (SRI) weaves values-based, nonfinancial criteria into the investment process.

But that definition is pretty broad. The SRI label can apply to various, even complex, investing strategies. However, despite the complexity, there are really just five basic questions you need to answer when looking for an SRI fund.

Despite the complexity, though, there are really just five basic questions you need to answer when looking for an SRI fund.

Next: What Issues Are Most Important to Me? >>


Search
Print Lesson |Feedback
Del.icio.us Del.icio.us | Digg! digg it
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores.
Copyright 2010 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.