INFORMATION FOR THE INVESTMENT PROFESSIONAL
All investors - individual and institutional
- can become involved in community investing. The Social
Investment Forum encourages all investors to direct at least
one percent of their investing into community investment. The
allocation of one percent is simple, will have little impact
on a portfolio's performance but will have tremendous impact
for communities here and abroad. In fact, if all social investors
shift one percent of their investment dollars into community
investing, we could triple the amount of real dollars available
to promote community development.
Social Investment Forum also recommends that all financial professionals
become prepared to help their clients achieve their community
investing goals. Financial professionals who provide community
investing options for their clients will attract loyal, high
quality clients. Request
a copy of the Social Investment Forum's Increasing Investment
in Communities: A Community Investment Guide for Investment
Professionals and Institutions or view online.
professionals doing community investing or interested in the
campaign, please fill out the community investing survey
clicking the button to the left.
The Social Investment Forum is developing
products and services that are designed to make it easier for
financial professionals to channel money into community investments.
This work includes making an investor-focused Web site that
will provide information on available community investment
products and detailed information for specific types of investors
(mutual funds, institutional investors, separate account managers,
etc). The new Web site will be launched in the Fall of 2004.
Until then, we will post some of the resources we are working
Rate Community Investment Products A list of community investing organizations that offer market
rate products to investors
- Community Investing
Requests for Proposals
- Learn about community investment
options for individual investors.
look at our model
portfolios to see how you can get involved.
the Social Investment Forum.