Invest in a better world:SRI ( Socially Responsible Investing)


An investment that is considered socially responsible because of the nature of the business the company conducts. Common themes for socially responsible investments include avoiding investment in companies that produce or sell addictive substances (like alcohol, gambling and tobacco) and seeking out companies engaged in environmental sustainability and alternative energy/clean technology efforts.

Today, more than one out of every nine dollars under professional management in the United States—$3.74 trillion or more—is invested according to SRI strategies.
Individuals, institutions, investment companies, money managers and financial institutions apply SRI strategies across asset classes to promote stronger corporate social responsibility, build long-term value for companies and their stakeholders, and foster businesses, generate jobs or introduce products that will yield community and environmental benefits.  The institutions involved in SRI include corporations, universities, hospitals, foundations, insurance companies, public and private pension funds, nonprofit organizations and religious institutions.
What are the fastest growing areas of sustainable and responsible investing?
Alternative investments have become one of the most dynamic segments within the ESG investing space.  The number of alternative investment funds that consider environmental, social or corporate governance criteria has grown more rapidly than any of the other types of funds that US SIF Foundation tracked in its 2012 Report on Sustainable and Responsible Investing Trends in the United States. Alternative investment funds include social venture capital, double or triple bottom line private equity, hedge funds and property funds.  US SIF Foundation identified an estimated $132 billion in capital under the management of 301 alternative investment funds at the start of 2012, up dramatically from the $37.8 billion identified by US SIF Foundation in 177 funds just two years earlier, at the start of 2010.
Close behind in the rate of growth over the same two-year period were the assets of mutual funds that consider ESG criteria.  The number of such funds grew from 250 to 333, and their collective assets more than doubled—from $316 billion to $641 billion.

Social responsible investment

Social responsible investment

General Mills, Inc. (NYSE:GIS 3.10% Yield

General Mills is a manufacturer and marketer of branded consumer foods sold through retail stores. Co. is also a supplier of branded and unbranded food products to the foodservice and commercial baking industries. Co.’s major product categories in the U.S. are ready-to-eat cereals, refrigerated yogurt, ready-to-serve soup, dry dinners, shelf stable and frozen vegetables, refrigerated and frozen dough products, dessert and baking mixes, frozen pizza and pizza snacks, grain, fruit and savory snacks, and a range of organic products including granola bars, cereal, and soup. Co. has three operating segments: U.S. Retail; International; and Bakeries and Foodservice.

Equity Residential (NYSE:EQR 4.46% Yield

Equity Residential is a real estate investment trust focused on the acquisition, development and management of apartment properties. Co. is the general partner of, and at Dec 31 2012 owned an approximate 95.9% ownership interest in ERP Operating Limited Partnership (ERPOP), an Illinois limited partnership. All of Co.’s property ownership, development and related business operations are conducted through ERPOP and those entities/subsidiaries owned or controlled by ERPOP. As of Dec 31 2012, Co., directly or indirectly through investments in title holding entities, owned all or a portion of 403 properties located in 13 states and the District of Columbia consisting of 115,370 apartment units.

Eaton Corp plc (NYSE:ETN 2.35% Yield

Eaton is a power management company. Co. operates in six segments: Electrical Americas and Electrical Rest of World, which engaged in electrical components and systems; Cooper, which manufactures electrical products; Hydraulics, which provides hydraulics components, systems and services for industrial and mobile equipment; Aerospace, which supplies aerospace fuel, hydraulics and pneumatic systems for commercial and military use; Truck, which designs and manufactures a line of drivetrain and powertrain systems and components for commercial vehicles; and Automotive, which supplies automotive drivetrain and powertrain systems including components of cars, light trucks and commercial vehicles.

 HCP, Inc. (NYSE:HCP 5.76% Yield

HCP is a real estate investment trust engaged in investing primarily in real estate serving the healthcare industry. Co. acquires, develops, leases, manages and disposes of healthcare real estate, and provides financing to healthcare providers. Co.’s portfolio is comprised of investments in the following five healthcare segments: senior housing, post-acute/skilled nursing, life science, medical office and hospital. Co. makes investments within its healthcare segments using the following five investment products: properties under lease, debt investments, developments and redevelopments, investment management and investments in senior housing operations.



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