Parnassus Investments; 7 funds; inception 1984, 1992 and 2005; social analysis on all the companies invested in based upon our best judgment given our issues and principles --- up to 2% of the Parnassus Mutual Funds' assets are invested with community development financial institutions (CDFIs) that offer credit, capital, and financial services to individuals and organizations engaged in work that benefits low-income communities (800-999-3505)
Pax World Funds; 4 funds; inception 1971, 1997, 1998 and 1999; Pax offered the nation's first socially responsible mutual fund --- in 2006, Pax broadened and deepened its environmental and workplace screens to take in a range of issues ‚ including climate change, sustainable development, global human rights standards, and non-discrimination based on sexual orientation ‚-- that were not topical when the screens were first adopted in 1971 --- in addition, the Funds added formal corporate governance, community, and product integrity screens (800-767-1729)
Portfolio 21; inception 1999; a global equity mutual fund investing in companies designing ecologically superior products, using renewable energy, and developing efficient production methods --- engages companies when we believe they are at financial or reputational risk due to lack of attention to these issues (503-224-7828, x21 and toll-free (877-351-4115, x21)
Power-Shares' WilderHill Clean Energy Portfolio; inception 2005; selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy (800-983-0903)
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Go to Funds = A & B
Rocky Mountain Humane Investing (Colorado); the first and only investment advisor in the United States devoted exclusively to managing customized investment portfolios with a Humane/Environmental guideline --- portfolios are tailored to meet each client's distinctive financial and ethical objectives (800-962-1980 or 303-747-0500)
Roosevelt Anti-Terror Multi-Cap Fund; inception 2005; ìTerror-Free Investingî is a new values-based investment strategy whereby an investor chooses to divest from, or screen out of the portfolio, the stock of companies that do business in Iran, Libya, Syria, Sudan and/or North Korea (877-322-0576)
Self Help Credit Union; community development lender reaching persons who are underserved by conventional lenders, particularly minorities, women, rural residents, and low-wealth families --- lending funds come from deposits, grants, and other investments made by individuals and institutions across the U.S. 919- 956-4400 and (800-476-7428)
ShoreBank (Chicago); group of banks dedicated to economic revitalization, ecosystem restoration, environmental banking, faith-based banking, and socially responsible deposits (800-669-7725)
Sierra Club Mutual Funds; 2 funds; inception 1998 and 2003; exclude companies that engage in concentrated animal feeding operations (factory farms), industrial fish farming, and the development of genetically-modified plants and animals, test their products on animals, do not practice cruelty-free (or humane) animal treatment ---seek out companies that practice disclosure and transparency in their business practices (866-897-5982)
ShoreBank Enterprise Pacific; formed in 1995 by ShoreBank Corporation and Ecotrust, a certified non-profit Community Development Financial Institution (CDFI) serving coastal communities of the Pacific Northwest --- committed to the well being of the natural environment and the people who call this abundant coastal landscapes of Oregon and Washington home (360-642-4265)
TIAA-CREF Social Choice Equity Fund; inception 2006; serving people in the academic, medical, cultural, and research fields for more than 85 years, the fund seeks a favorable long-term rate of return that tracks the investment performance of the U.S. stock market while giving special consideration to certain social criteria (800-223-1200)
Timothy Plan; 9 funds; conservative Christian social screens avoiding investing in companies that are involved in practices contrary to Judeo-Christian principles (800-TIM-PLAN)
Thrivent Financial for Lutherans; 27 funds; guided by its membersí shared Lutheran traditions and Christian values (800-847-4836)
Vanguard FTSE Social Index Fund; inception 2000; the Index is composed primarily of large- and mid-cap stocks that have been screened for certain social and environmental criteria by the Index sponsor (877-662-7447)
Vermont Development Credit Union (see Opportunities Credit Union)
Wainwright Bank & Trust Company; the civil rights movement of the 60's influenced the creation of Wainwright's progressive social agenda --- that movement evolved into a coalition of "rights" issues: homelessness, affordable housing, HIV/AIDS rights, immigration, environmental justice, economic equality and gay/lesbian/bisexual/transgender equality --- through our lending practices, philanthropy, and leadership in addressing many of these areas, we have become a catalyst for social change (617-478-4000 or 888-428-2265)
Walden Asset Management; 2 social funds; inception 1999; a leader in socially responsive investing since 1975, managing clients' assets to meet both their unique financial and social investment objectives, while striving to integrate clientsí social goals with an investment strategy designed to achieve superior financial returns with lower-than-average risk (617-726-7155)
Winslow Green Growth Fund; inception 2001; invests in "green" and "clean" companies (888-314-9049)
Women's Equity Fund; inception 1993; invests in companies that advance the social and economic status of women in the workplace and puts financial assets to work to encourage companies to make a commitment to corporate and environmental responsibility, to workplace equality and good governance, and to attract, retain and promote women (888-552-9363)
Go to Funds = C, D, E & F
Go to Funds = G, I, L, M, N & O
Department of Sociology - McGuinn Hall
Boston College
Chestnut Hill, MA 02467
Telephone: (617) 552-3346
Fax: (617) 552-4283
please E-Mail them to us.