5/10/11

Environmentally Responsible Mutual Funds

    • Environmentally responsible mutual funds are alternatives for investors who demand corporate accountability. Investors can review the financial performance and ratings of environmentally responsible mutual funds by accessing the Social Investment Forum's (SIF) review of companies, which includes Bloomberg's Environmental, Social and Governance (ESG) data. ESG data also provides the latest updates and research on Environmentally and socially responsible mutual funds.

    Winslow Green Mutual Fund

    • Winslow Green was founded in 1983, and is based in Boston, Massachusetts. The firm specializes in a wide array of green investment products, and includes green markets such as renewable energy, energy efficiency, and green infrastructure. In addition to serving individual clients, Winslow provides its services to foundations, endowments and pension plans. Among several financial magazines, Winslow has been featured in Time Magazine, Kiplinger and Forbes. Winslow's green growth fund includes companies of any size capitalization with a particular focus on domestic small capitalization companies with a market capitalization below $2 billion. The fund invests up to 20 percent of its assets in foreign securities. Winslow invests primarily in environmentally sustainable companies with clean and efficient practices and a minimal environmental impact. The firm also invests in companies that provide solutions to environmental problems. Key investment themes include clean energy, water management, resource efficiency and green transportation.

    Green Century Funds

    • Green Century Funds was established by a group of non-profit environmental advocacy organizations. The firm's mutual fund portfolios include companies with a strong environmental performance record and companies that contribute towards solving critical environmental problems. Industries that are affiliated with alcohol, tobacco, firearms and nuclear power are excluded from Green Century mutual funds.

    Calvert Investments

    • Calvert Investments is a leader in sustainable investing, and provides a diversified portfolio that evaluates companies according to traditional financial criteria as well as corporate social responsibility. The firm's mutual fund portfolio targets industries that are geared toward solving some of the world's most pressing environmental and sustainability challenges. Calvert Investments is a founding participant of the United Nations Global Impact.

    Pax World Mutual Funds

    • Pax World invests in cutting-edge companies that have sustainable business models. The firm evaluates a company's financial strength as well as applies environmental, social and governance (SEG) criteria. Investors can choose from a variety of mutual fund portfolios including international, Global Green and Global Women's equity funds. The Global Green mutual fund is comprised of companies whose businesses and technologies are geared toward alleviating the environmental impacts of commerce. Companies that manufacture tobacco, weapons or weapons products or companies that engage in unethical business practices are excluded from the Global Green fund.

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