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Resources for Clean Investments
September 3, 2001
Portfolio Screening
Pro Vita Advisors
Free list of companies violating life-ethics VBI screens
800.774.5797
members.aol.com/ProVitaAdv
My Investigator
A free online database with ethical research on corporations/mutual funds
money.crosswalk.com/investigator
eVALUEator
Database similar to My Investigator, sold to financial advisers for $400 a year
888.469.3863
www.evalueator.com
MoneyAndValues.com
Free mutual fund ethical reports if you agree to meet with a representative
888.346.8258
www.moneyandvalues.com
Values Investment Forum
Leader in values-based investing research for institutional investors
662.842.5033
www.valuesinvest.com
American Values Investments
Currently developing research on corporations with positive ethical behavior
866.722.1776
www.amvalues.com
Socrates
Leader in SRI research for institutional investors, by kld & Co. Inc.
617.426.5270
www.kld.com
IRRC
Investor Responsibility Research Center
For institutional investors
202.833.0700
www.irrc.org
VBI Mutual Funds
Christian Stewardship Funds
Large-cap equity index, small-cap equity index, international equity, and bond index funds
800.262.6631
www.christianfunds.com
Noah Fund
Large-cap growth fund
800.794.NOAH
www.noahfund.com
Shepherd Funds
Growth, small-cap, fixed-income, and international funds
877.386.5400
www.shepherdvalues.com
Stewardship Partners
International and Global Funds
704.846.0458
www.stewardshippartners.com
Timothy Plan
Aggressive growth, large/mid-cap growth, small-cap values, large/mid-cap value, fixed income, strategic growth, conservative growth, and money market funds
800.846.7526
www.timothyplan.com
Shareholder Action Resources
Pro Vita Advisors
Assists investors in the filing of life-ethics shareholder resolutions
800.774.5797
members.aol.com/ProVitaAdv
Interfaith Center on Corporate Responsibility
Association of 275 Protestant, Roman Catholic, and Jewish institutional investors jointly advocating corporate ethical responsibility
212.870.2295
www.iccr.org
IRRC
Provides research on corporate proxies for institutional investors
202.833.0700
www.irrc.org
Creative Investing Resources
Evangelical Christian Credit Union
Full-service commercial bank fulfilling unique evangelical needs
800.634.3228
www.eccu.com
South Shore Bank of Chicago
The original community development bank
800.669.7725
www.sbk.com
Strategic Capital Group
Social venture capital fund that invests in "Great Commission companies"
503.670.9968
Other Online Resources
www.FaithfulSteward.org
Information and links (by Mary Naber) to resources for all three facets of ethical investing
www.ValuesInvesting.com
Useful resources on VBI, provided by VIF
www.SpiritualInvesting.com
Useful resources on vbi and sri, as well as prudent investment strategies, provided by Gary Moore & Co.
www.SocialInvest.org
Official site of the Social Investment Forum, a nonprofit devoted to promoting SRI
www.SocialFunds.com
Leader in up-to-date research and reporting on SRI
www.ResponsibleShopper.com
Identify corporations by their products, obtain free sri ethical reports
Additional resources will be available soon.
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