An Investor's Guide to Ethical & Socially Responsible Investment Funds

Front Cover
John Hancock
Kogan Page Publishers, 2005 - Business & Economics - 306 pages
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Ethical investment has made great strides in recent years, but many professional investors and most IFAs (from whom the majority of the public still get their investment advice) remain unsure about this fast growing sector. This book helps professionals to:

Understand the ethical dimension in investment and, in particular, the economic and investment value considerations that underpin investments with an ethical and socially responsible focus

Include consideration of the ethical dimension in their 'know your client' process

Analyse and summarise their client's ethical concerns and priorities and how these translate to investment considerations

Select ethical and socially responsible funds whose profiles best match their clients' concerns and priorities

 

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Contents

Introduction
1
The different ethical and SRI investment models
17
Green legislation and other outside influences
25
Why choosing an ethical or socially responsible
39
can you afford to put your money
51
How can an investor secure a stake in an ethical
65
Is there a psychological profile to the ethical investor?
77
How well do you know your client?
93
The investment implications of choosing an SRI fund
99
the portfolios managed? 102 Comparing SRI products 106
112
The advantages of ethical investment
121
Funds ethical policies and processes
133
The performance of ethical environmental and SRI funds
219
Issues and definitions
225
How investors can sort out their own concerns
289
Copyright

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About the author (2005)

John Hancock was Ethical Investment Journalist of the Year in 1999 and is a freelance journalist with over 20 years experience in financial services.

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