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Articles: Socially Responsible Investing

Here are some informative articles about Progressive Asset Management and socially responsible investing. We hope you find them useful. Let us know whether there are other sources or information you would like to explore.

Your Investments Can Do More than Just Grow

Progressive Asset Management Approach to Socially Responsible Investing

Progressive Asset Management Investment Services

Community Investment

Key Findings of the 2003 Moskowitz Prize Winning Report

"Corruption and International Valuation: Does Virtue Pay? ..."

Charles M. C. Lee
David T. Ng
Cornell University
View PDF at Cornell University

Socially Responsible Funds earning top marks edged even higher in 2002

"Screened Funds More Likely Than All Types of Funds to Earn Top Morningstar Ratings; Net Inflows for Socially Responsible Funds Seen in Down Year for Mutual Funds."

News Release by the Social Investment Forum
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Securities and Exchange Commission Requires Proxy Voting Policies, Disclosure by Investment Companies and Investment Advisers

"These amendments are designed to enable fund shareholders to monitor their funds' involvement in the governance activities of portfolio companies and to encourage funds to vote their proxies in the best interest of fund shareholders."

News Release by the SEC
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ICCR Receives International Award for Efforts

"...the TBLI Award 2002, an international award honoring organizations whose efforts have helped institutionalize the principles of socially responsible investing within the global business community."

News Release by Social
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2001 Report on Socially Responsible Investing Trends in the United States

In examining socially and environmentally responsible investing trends in the two years since its last study, the Social Investment Forum found that the field is healthy and expanding. All of the socially responsible investment strategies embraced by socially conscious investors in the U.S.—screening, shareholder advocacy, and community investing—have enjoyed a robust two years of activity.

Social Investment Forum. November 28, 2001.
View PDF ~~ View Text at Social Investment Forum

Social Fund Assets in the U.S. May Top a Quarter of a Trillion Dollars in Ten Years

Study marking Pax World Funds' 30th anniversary also pegs current assets of U.S. socially responsible mutual funds at $103 billion.

Mark Thomsen. August 9, 2001.
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Raising Conscience, Assets of "Social" Funds

More investors are putting their money where their mouth is when it comes to issues of social conscience.

Tania Padgett. Newsday, Inc. August 9, 2001: Business & Technology, A51 Newsday (New York, NY)
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US social fund assets seen tripling by 2011.

US social fund assets seen tripling by 2011
Assets in U.S. socially responsible mutual funds could rise to $278 billion in 10 years from $103 billion currently, assuming the growth rate of the last 30 years continues…

Reuters English News Service. August 8, 2001.
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About the Social Investment Forum

The Social Investment Forum is a national nonprofit membership association dedicated to promoting the concept, practice and growth of socially and environmentally responsible investing. The Forum’s membership includes over 500 social investment practitioners and institutions, including financial advisors, analysts, portfolio managers, banks, mutual funds, researchers, foundations, community development organizations and public educators. The Forum provides cutting-edge research on trends in social investing, provides the nation’s most comprehensive directory of practitioners in the field, and publishes a monthly Mutual Fund Performance Chart on its website, located at

Background information about the Forum, including the text of its Report on Responsible Investing Trends in the United States, may be found on the Web at The Forum’s Guide To Socially Responsible Investment Services is available to the public at its website. For a paper copy of the Guide, send $2.00 to: Social Investment Forum, 1612 K Street NW, Suite 650, Washington, D.C. 20006.

Contact: Stephanie Kendall, 703/276-1116
Visit the social investment forum on the web at: