#35 David Harrell – Morningstar ESG Rating

David Harrel morningstar ESG statisticIn this episode, we interview David Harrell of Morningstar about their new Sustainability rating.

Read more…

42 Examples of Shareholder Activism

Shareholder activism an important tool in making positive changes.  It is one of the three strategies used in socially responsible investing (SRI).  It involves using your rights as a shareholder to make changes. You can address environmental, social and corporate governance (ESG) issues.

Read more…

#27 Leslie Samuelrich, Green Century Mutual Funds

green century mutual funds, leslie samuelrich
In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.

Read more…

#25 Calvert Socially Responsible Index Mutual Funds

Calvert Socially Resposible Index Mutual Fund
In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment operations) at Calvert Investments.  Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies.  They have come out with some lower expense ratio index SRI funds.

Read more…

40 Morningstar Sustainability Rating for Funds

Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading provider of ESG data, to calculate the rating. All funds with at least 50% of their assets in firms that have been rated by Sustainalytics will receive a rating.

Read more…