Curlie

Socially Responsible

Socially responsible investing (SRI), ethical investing, or sustainable investing is practiced by individuals and institutions. The strategies incorporate environmental, social, governance criteria in the investment process. Such criteria may be applied via screening of portfolios, shareowner advocacy or activism campaigns, and community development investing. A distinct form of investing, sustainable investing (or SRI) has matured into a rapidly growing global industry and community.

Please only submit business sites of products and services in the sustainable investing industry and community. Submit to the sub-category appropriate to your site. Provide a very brief description.

If applicable, indicate the national or other jurisdiction responsible for regulation of your investment business.

Associations and Directories

Associations and directories primarily focused on one or more of the key areas of sustainable, socially responsible, or ethical investing.

Association and/or directory must be primarily focused on one or more key area of sustainable, socially responsible, or ethical investing. Please indicate region covered and whether it is for industry or general public.

Community Investing

Community investing is one of the four key strategies of socially responsible investors. Community development financial institutions' primary business is supporting local economic empowerment, reducing poverty, financing affordable housing, and job creation. Such a bank, credit union, or other financial institution may work within a small locality, regionally, or globally.

Banks, credit unions, other financial institutions, and other organizations primarily involved with community economic development, economic justice, and fighting poverty through local economic empowerment.

Conferences

Annual or more often recurring conferences primarily focused on one or more of the key areas of sustainable, socially responsible, or ethical investing.

Sites with details of recurring national and international events such as exhibitions, trade shows, seminars, conferences and expositions. Event must be primarily focused on one or more key area of sustainable, socially responsible, or ethical investing. Please indicate region covered and whether the event is for industry or general public. Please do not submit one-time events.

Financial and Investment Advisors

Financial planners, investment advisors, brokers, and other advisors whose primary service is providing sustainable, socially responsible, or ethical investing, and related services to individuals and sometimes institutions.

Submit registered and licensed individuals and firms that meet the category description. Sustainable, socially responsible, or ethical investment must be the primary area of focus. One listing per firm. Please provide country or regulatory jurisdiction of your registration.

Money Managers

Managers routinely utilizing one or more of the major sustainable, socially responsible, or ethical investing strategies. These are money management firms primarily engaged in day-to-day management for individual separate accounts, mutual funds, pensions, and other institutions. Could be a significant special department in a traditional investment management firm providing these services.

Registered Investment Advisors, portfolio managers, or equivalent that meet the category description. Sustainable, socially responsible, or ethical investment must be the primary area of focus. One listing per firm. Financial planners and consultants should submit to that category instead even if they also manage money.

For quicker placement in the directory please follow these Submission Tips:

Title: Name of Business or Organization

Description: This describes the website and should note distinguishing features found on the site without the use of hype, personal pronouns, or repetitive terms. Please also provide region or country service area of the company.

Mutual Funds

Sustainable, socially responsible, and ethical mutual funds that disclose in their prospectus or offering circular non-financial investment management techniques such as screening, shareholder advocacy, and community investing. Such funds may have narrowly focused or broad-reaching screens and/or investment activities.

Submit Registered Investment Companies, Unit Trusts, or equivalent that meet the category description. Sustainable, socially responsible, or ethical funds only. One listing per fund family. Please indicate regulatory country or jurisdiction fund is available in.

News and Media

News services, newspapers, books, magazines and e-zines, and journals dedicated to socially responsible, ethical, and sustainable investing.

See description. Site must be available in English. If not, please submit it to the appropriate language category in the directory.

Research

Professional papers, studies, projects, and summaries pertaining to sustainable, socially responsible, or ethical investing. Institutional research services and resources for professionals involved in socially responsible or ethical investing.

Related academic, commercial, and non-profit research. Works should be up to professional and academic journal standards.

Institutional research service providers.

Primary area of focus must be sustainable, socially responsible, or ethical investing.

Shareholder Advocacy

Shareholder advocacy is one of the four key strategies used by sustainable, socially responsible, and ethical investors. Organizations listed here are primarily in the business of providing general services and information to institutions and individuals involved in shareholder advocacy work, related campaigns, and strategies.

Shareholder advocacy should be the primary area of service for sites listed in this category.