Tag: SEC SRI requirements

CLEAN PROFITS Transcript 11/08/2013 #1020

November 19, 2013

CONSUELO MACK: This week on WealthTrack, a Financial Thought Leader in socially responsible investing explains why promoting women and water conservation can boost your portfolio’s bottom line. Calvert Investments’ powerhouse CEO, Barbara Krumsiek, is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, which we are delighted to be taping once again at the Museum of American Finance in the heart of Wall Street. I’m Consuelo Mack. Over a year ago we did a two part series on socially responsible investing, a growing area of interest among governments, institutions and individuals around the world. It turns out the momentum towards SRI, now also known as sustainable and responsible investing, is building. The most recent comprehensive count done in 2012 showed that total SRI assets in the U.S. have reached nearly $4 trillion, a 22% increase since year end 2009. And a 486% jump since 1995 when the size of the U.S. sustainable and responsible investing market was first measured. Individuals and institutions interested in SRI-focused investing have many more choices. The number of mutual funds, ETFs and other pooled products that incorporate environmental, social and corporate governance criteria have exploded from 55 vehicles in 1995 to 720 by 2012 and their assets have grown from $12 billion to over one trillion.

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BARBARA KRUMSIEK: CLEAN PROFITS

November 8, 2013

Socially Responsible Investing is no longer a niche strategy. It’s gone mainstream as more companies, investment firms and investors pay attention to environmental, social and governance issues. And the belief that this approach means lagging performance has been proven wrong. SRI funds are now competing head on with traditional money management. This week’s guest is Barbara Krumsiek, the CEO of Calvert Investments Inc., a leader in SRI mutual funds and a Financial Thought leader in her own right. Continue Reading »

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