Tag: episode_1413

What Socially Responsible Investing Really Means & Why It Is In So Much Demand

September 16, 2017

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CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

September 15, 2017

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

    MORNINGSTAR FAVORITES

  • Calvert Funds
  • Parnassus Funds
  • Parnassus Fund (PARNX)
    Large growth fund
    Strong long-term track record

PARNX Chart

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

ALFANDARY & STREUR: SRI ATTRACTION

September 15, 2017

SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.

Watch the related WEALTHTRACK episode.

WHAT SOCIALLY RESPONSIBLE INVESTING REALLY MEANS AND WHY IT IS IN SO MUCH DEMAND

September 15, 2017

The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur.

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PREMIUM: ALFANDARY & STREUR

September 13, 2017

SOCIALLY RESPONSIBLE INVESTING

he evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur.


WEALTHTRACK Episode #1413; Originally Broadcast on September 15, 2017

Explore This Episode

We have compiled additional information and content related to this episode.


CHRISTINA ALFANDARY

  • Managing Director,
  • ESG and Sustainable Investments, Gabelli Funds

JOHN STREUR

  • President and CEO,
  • Calvert Research and Management
Consuelo MackNewsletter available soon.
Mathews Asia

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

    MORNINGSTAR FAVORITES

  • Calvert Funds
  • Parnassus Funds
  • Parnassus Fund (PARNX)
    Large growth fund
    Strong long-term track record

PARNX Chart

PARNX data by YCharts

No Bookshelf titles this week.

ALFANDARY: SUSTAINABILITY LEADER

  • Danone SA ADR (DANOY)
  • Price: $16.18 on 9/13/17
  • 52-week range: $12.21 – $17.10

DANOY Chart

DANOY data by YCharts

STREUR: RESPONSIBLE EMERGING MARKETS EXPOSURE

  • Unilever NV ADR (UN)
  • Price: $59.97 on 9/13/17
  • 52-week range: $38.41 – $60.90

UN Chart

UN data by YCharts

Johnson Controls International PLC (JCI)
JCI Chart

JCI data by YCharts

Danone SA ADR (DANOY)
DANOY Chart

DANOY data by YCharts

Xylem Inc (XYL)
XYL Chart

XYL data by YCharts


Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of these giest on WEALTHTRACK

SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.

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